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Impact Partnership Wealth’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-3,340
Closed -$159K – 394
2024
Q1 		$159K Hold
3,340
– – 0.06% 209
2023
Q4 		$145K Hold
3,340
– – 0.05% 211
2023
Q3 		$126K Buy
+3,340
New +$132K 0.04% 274

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Impact Partnership Wealth's FXO Position: Q2 2024 in Review

Impact Partnership Wealth sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2024, closing a stake of 3,340 shares — an estimated $159K sold.

Impact Partnership Wealth first reported a position in FXO in Q3 2023 and held it in 3 quarters. The position peaked at $159K in Q1 2024. 184 funds tracked by Wall St. Rank hold FXO as of Q2 2024.

  • Impact Partnership Wealth reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,340 First Trust Financials AlphaDEX Fund shares in Q2 2024, an estimated $159K.
  • Impact Partnership Wealth first reported a position in First Trust Financials AlphaDEX Fund in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's First Trust Financials AlphaDEX Fund position peaked at $159K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.