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

Liberty 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
2021 Q4	–	Sell	-909	Closed	-$40K	–	514
2021 Q3	$40K	Buy	909 +5	+0.6%	+$221	0.01%	467
2021 Q2	$39K	Buy	904 +8	+0.9%	+$353	0.02%	377
2021 Q1	$31K	Hold	896	–	–	0.02%	380
2020 Q4	$31K	Buy	896 +5	+0.6%	+$153	0.02%	378
2020 Q3	$23K	Buy	891 +9	+1%	+$234	0.01%	373
2020 Q2	$22K	Buy	882 +8	+0.9%	+$192	0.02%	368
2020 Q1	$18K	Buy	874 +8	+0.9%	+$239	0.02%	371
2019 Q4	$29K	Buy	866 +6	+0.7%	+$195	0.02%	350
2019 Q3	$27K	Buy	860 +5	+0.6%	+$158	0.03%	340
2019 Q2	$27K	Buy	855 +3	+0.4%	+$94	0.02%	352
2019 Q1	$25K	Buy	852 +1	+0.1%	+$30	0.02%	311
2018 Q4	$22K	Buy	+851	New	+$25.1K	0.02%	312

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Liberty Wealth Management's FXO Position: Q4 2021 in Review

Liberty Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2021, closing a stake of 909 shares — an estimated $40K sold.

Liberty Wealth Management first reported a position in FXO in Q4 2018 and held it in 12 quarters. The position peaked at $40K in Q3 2021. 211 funds tracked by Wall St. Rank hold FXO as of Q4 2021.

Liberty Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 909 First Trust Financials AlphaDEX Fund shares in Q4 2021, an estimated $40K.
Liberty Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $40K in Q3 2021.
211 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.