Johnson Financial Group Inc (Wisconsin)’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2019 Q1	–	Sell	-1,224	Closed	-$33K	–	536
2018 Q4	$33K	Buy	+1,224	New	+$36.1K	﹤0.01%	340
2016 Q4	–	Sell	-830	Closed	-$20K	–	683
2016 Q3	$20K	Hold	830	–	–	﹤0.01%	493
2016 Q2	$19K	Hold	830	–	–	﹤0.01%	590
2016 Q1	$19K	Sell	830 -72	-8%	-$1.55K	﹤0.01%	516
2015 Q4	$21K	Buy	902 +253	+39%	+$5.96K	﹤0.01%	526
2015 Q3	$15K	Hold	649	–	–	﹤0.01%	605
2015 Q2	$15K	Sell	649 -11	-2%	-$263	﹤0.01%	635
2015 Q1	$16K	Buy	+660	New	+$15.3K	﹤0.01%	635

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s FXO Position: Q1 2019 in Review

Johnson Financial Group Inc (Wisconsin) sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2019, closing a stake of 1,224 shares — an estimated $33K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FXO in Q1 2015 and held it in 8 quarters. The position peaked at $33K in Q4 2018. 144 funds tracked by Wall St. Rank hold FXO as of Q1 2019.

Johnson Financial Group Inc (Wisconsin) reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,224 First Trust Financials AlphaDEX Fund shares in Q1 2019, an estimated $33K.
Johnson Financial Group Inc (Wisconsin) first reported a position in First Trust Financials AlphaDEX Fund in Q1 2015 and held it in 8 quarters.
Johnson Financial Group Inc (Wisconsin)'s First Trust Financials AlphaDEX Fund position peaked at $33K in Q4 2018.
144 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2019.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2019, filed 13 May 2019.