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Lebenthal Global Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Lebenthal Global 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
2021
Q1 		– Sell
-200
Closed -$6K – 290
2020
Q4 		$6K Buy
+200
New +$6.12K ﹤0.01% 475

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lebenthal Global Advisors's FXO Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2021, closing a stake of 200 shares — an estimated $6K sold.

Lebenthal Global Advisors first reported a position in FXO in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 153 funds tracked by Wall St. Rank hold FXO as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 200 First Trust Financials AlphaDEX Fund shares in Q1 2021, an estimated $6K.
  • Lebenthal Global Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's First Trust Financials AlphaDEX Fund position peaked at $6K in Q4 2020.
  • 153 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.