Lineweaver Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Lineweaver Wealth 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
2022 Q2	–	Sell	-6,339	Closed	-$291K	–	139
2022 Q1	$291K	Buy	6,339 +11	+0.2%	+$507	0.08%	114
2021 Q4	$292K	Sell	6,328 -895	-12%	-$41.8K	0.08%	110
2021 Q3	$319K	Sell	7,223 -116	-2%	-$5.13K	0.1%	107
2021 Q2	$320K	Buy	+7,339	New	+$324K	0.11%	96

Other funds holding FXO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lineweaver Wealth Advisors's FXO Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2022, closing a stake of 6,339 shares — an estimated $291K sold.

Lineweaver Wealth Advisors first reported a position in FXO in Q2 2021 and held it in 4 quarters. The position peaked at $320K in Q2 2021. 186 funds tracked by Wall St. Rank hold FXO as of Q2 2022.

Lineweaver Wealth Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Lineweaver Wealth Advisors sold 6,339 First Trust Financials AlphaDEX Fund shares in Q2 2022, an estimated $291K.
Lineweaver Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2021 and held it in 4 quarters.
Lineweaver Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $320K in Q2 2021.
186 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.