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

Imprint 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 Q1	$292K	Buy	+6,202	New	+$275K	0.07%	233

Other funds holding FXO

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJFSA

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

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

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Imprint Wealth's FXO Position: Q1 2024 in Review

Imprint Wealth opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q1 2024: 6,202 shares worth $292K. The stake represents 0.07% of the portfolio and ranks #233 among its holdings.

185 funds tracked by Wall St. Rank hold FXO as of Q1 2024.

Imprint Wealth held 6,202 shares of First Trust Financials AlphaDEX Fund worth $292K as of Q1 2024.
First Trust Financials AlphaDEX Fund was a new Imprint Wealth position in Q1 2024.
First Trust Financials AlphaDEX Fund made up 0.07% of Imprint Wealth's portfolio in Q1 2024, its #233 holding.
185 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.