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Kessler Investment Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Kessler Investment Group’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
2015
Q4 		– Sell
-275
Closed -$6K – 101
2015
Q3 		$6K Buy
+275
New +$6.49K 0.01% 76

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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Kessler Investment Group's FXO Position: Q4 2015 in Review

Kessler Investment Group sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2015, closing a stake of 275 shares — an estimated $6K sold.

Kessler Investment Group first reported a position in FXO in Q3 2015 and held it in 1 quarter. The position peaked at $6K in Q3 2015. 101 funds tracked by Wall St. Rank hold FXO as of Q4 2015.

  • Kessler Investment Group reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2015 after selling out during the quarter.
  • Kessler Investment Group sold 275 First Trust Financials AlphaDEX Fund shares in Q4 2015, an estimated $6K.
  • Kessler Investment Group first reported a position in First Trust Financials AlphaDEX Fund in Q3 2015 and held it in 1 quarter.
  • Kessler Investment Group's First Trust Financials AlphaDEX Fund position peaked at $6K in Q3 2015.
  • 101 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2015.

Based on Kessler Investment Group's 13F filing for Q4 2015, filed 21 Jan 2016.