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Kathmere Capital Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Kathmere Capital Management’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
2020
Q4 		– Sell
-754
Closed -$19K – 418
2020
Q3 		$19K Buy
+754
New +$19.6K ﹤0.01% 272

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Bank of America
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UBS Group
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BCI
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RJFSA
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Truist Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IPW
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Kathmere Capital Management's FXO Position: Q4 2020 in Review

Kathmere Capital Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2020, closing a stake of 754 shares — an estimated $19K sold.

Kathmere Capital Management first reported a position in FXO in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 128 funds tracked by Wall St. Rank hold FXO as of Q4 2020.

  • Kathmere Capital Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Kathmere Capital Management sold 754 First Trust Financials AlphaDEX Fund shares in Q4 2020, an estimated $19K.
  • Kathmere Capital Management first reported a position in First Trust Financials AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • Kathmere Capital Management's First Trust Financials AlphaDEX Fund position peaked at $19K in Q3 2020.
  • 128 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2020.

Based on Kathmere Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.