JP Morgan Private Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	–	Sell	-6,522	Closed	-$246K	–	1736
2023 Q2	$246K	Sell	6,522 -3,509	-35%	-$129K	﹤0.01%	1320
2023 Q1	$374K	Sell	10,031 -11,136	-53%	-$470K	﹤0.01%	1590
2022 Q4	$867K	Buy	21,167 +1,938	+10%	+$79.7K	﹤0.01%	1210
2022 Q3	$708K	Buy	+19,229	New	+$784K	﹤0.01%	1307

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 $445B AUM 25.58% 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

RJFSA

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FXO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2023, closing a stake of 6,522 shares — an estimated $246K sold.

JP Morgan Private Wealth Advisors first reported a position in FXO in Q3 2022 and held it in 4 quarters. The position peaked at $867K in Q4 2022. 178 funds tracked by Wall St. Rank hold FXO as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 6,522 First Trust Financials AlphaDEX Fund shares in Q3 2023, an estimated $246K.
JP Morgan Private Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q3 2022 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $867K in Q4 2022.
178 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.