Insigneo Advisory Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Insigneo Advisory 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
2023 Q1	–	Sell	-6,310	Closed	-$258K	–	284
2022 Q4	$258K	Buy	+6,310	New	+$259K	0.1%	213

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 $377B AUM 19.32% 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

RJA

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

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

RJFSA

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Insigneo Advisory Services's FXO Position: Q1 2023 in Review

Insigneo Advisory Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2023, closing a stake of 6,310 shares — an estimated $258K sold.

Insigneo Advisory Services first reported a position in FXO in Q4 2022 and held it in 1 quarter. The position peaked at $258K in Q4 2022. 209 funds tracked by Wall St. Rank hold FXO as of Q1 2023.

Insigneo Advisory Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Insigneo Advisory Services sold 6,310 First Trust Financials AlphaDEX Fund shares in Q1 2023, an estimated $258K.
Insigneo Advisory Services first reported a position in First Trust Financials AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
Insigneo Advisory Services's First Trust Financials AlphaDEX Fund position peaked at $258K in Q4 2022.
209 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2023.

Based on Insigneo Advisory Services's 13F filing for Q1 2023, filed 11 May 2023.