Householder Group Estate & Retirement Specialist’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio FXO Stock Details FXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-43,423	Closed	-$2.01M	–	198
2021 Q4	$2.01M	Buy	+43,423	New	+$2.03M	0.75%	29

Other funds holding FXO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FXO Position: Q1 2022 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2022, closing a stake of 43,423 shares — an estimated $2.01M sold.

Householder Group Estate & Retirement Specialist first reported a position in FXO in Q4 2021 and held it in 1 quarter. The position peaked at $2.01M in Q4 2021. 199 funds tracked by Wall St. Rank hold FXO as of Q1 2022.

Householder Group Estate & Retirement Specialist reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 43,423 First Trust Financials AlphaDEX Fund shares in Q1 2022, an estimated $2.01M.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Financials AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
Householder Group Estate & Retirement Specialist's First Trust Financials AlphaDEX Fund position peaked at $2.01M in Q4 2021.
199 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2022, filed 18 Apr 2022.