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Howard Financial Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Howard Financial Services’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
2021
Q2 		– Sell
-5,200
Closed -$216K – 128
2021
Q1 		$216K Buy
+5,200
New +$202K 0.1% 112

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RJFSA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Howard Financial Services's FXO Position: Q2 2021 in Review

Howard Financial Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2021, closing a stake of 5,200 shares — an estimated $216K sold.

Howard Financial Services first reported a position in FXO in Q1 2021 and held it in 1 quarter. The position peaked at $216K in Q1 2021. 174 funds tracked by Wall St. Rank hold FXO as of Q2 2021.

  • Howard Financial Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • Howard Financial Services sold 5,200 First Trust Financials AlphaDEX Fund shares in Q2 2021, an estimated $216K.
  • Howard Financial Services first reported a position in First Trust Financials AlphaDEX Fund in Q1 2021 and held it in 1 quarter.
  • Howard Financial Services's First Trust Financials AlphaDEX Fund position peaked at $216K in Q1 2021.
  • 174 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2021.

Based on Howard Financial Services's 13F filing for Q2 2021, filed 6 Aug 2021.