Laidlaw Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Laidlaw Wealth 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
2023 Q3	–	Sell	-6,051	Closed	-$228K	–	305
2023 Q2	$228K	Sell	6,051 -2,000	-25%	-$73.6K	0.04%	306
2023 Q1	$301K	Buy	8,051 +1	+0%	+$42	0.06%	266
2022 Q4	$330K	Hold	8,050	–	–	0.07%	253
2022 Q3	$296K	Hold	8,050	–	–	0.07%	238
2022 Q2	$313K	Hold	8,050	–	–	0.06%	259
2022 Q1	$370K	Hold	8,050	–	–	0.06%	267
2021 Q4	$373K	Hold	8,050	–	–	0.06%	270
2021 Q3	$356K	Hold	8,050	–	–	0.09%	174
2021 Q2	$352K	Hold	8,050	–	–	0.09%	183
2021 Q1	$335K	Buy	8,050 +50	+0.6%	+$1.94K	0.11%	156
2020 Q4	$274K	Buy	+8,000	New	+$245K	0.06%	278

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 $377B AUM 19.32% 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 $109B AUM 21.36% 1-Year Est. Return

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

Laidlaw Wealth Management's FXO Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2023, closing a stake of 6,051 shares — an estimated $228K sold.

Laidlaw Wealth Management first reported a position in FXO in Q4 2020 and held it in 11 quarters. The position peaked at $373K in Q4 2021. 178 funds tracked by Wall St. Rank hold FXO as of Q3 2023.

Laidlaw Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 6,051 First Trust Financials AlphaDEX Fund shares in Q3 2023, an estimated $228K.
Laidlaw Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2020 and held it in 11 quarters.
Laidlaw Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $373K in Q4 2021.
178 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.