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

Juncture Wealth Strategies’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
2018
Q4 		– Sell
-65,778
Closed -$2.1M – 106
2018
Q3 		$2.1M Buy
65,778
+57,220
+669% +$1.85M 1.1% 28
2018
Q2 		$268K Buy
+8,558
New +$270K 0.14% 93

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Juncture Wealth Strategies's FXO Position: Q4 2018 in Review

Juncture Wealth Strategies sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2018, closing a stake of 65,778 shares — an estimated $2.1M sold.

Juncture Wealth Strategies first reported a position in FXO in Q2 2018 and held it in 2 quarters. The position peaked at $2.1M in Q3 2018. 149 funds tracked by Wall St. Rank hold FXO as of Q4 2018.

  • Juncture Wealth Strategies reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Juncture Wealth Strategies sold 65,778 First Trust Financials AlphaDEX Fund shares in Q4 2018, an estimated $2.1M.
  • Juncture Wealth Strategies first reported a position in First Trust Financials AlphaDEX Fund in Q2 2018 and held it in 2 quarters.
  • Juncture Wealth Strategies's First Trust Financials AlphaDEX Fund position peaked at $2.1M in Q3 2018.
  • 149 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2018.

Based on Juncture Wealth Strategies's 13F filing for Q4 2018, filed 17 Jan 2019.