LAS
FXO icon

Lloyd Advisory Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Lloyd Advisory Services’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
Q1 		– Sell
-1,166
Closed -$54K – 625
2021
Q4 		$54K Buy
1,166
+121
+12% +$5.65K 0.02% 199
2021
Q3 		$46K Buy
+1,045
New +$46.2K 0.02% 169

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
LPL Financial
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lloyd Advisory Services's FXO Position: Q1 2022 in Review

Lloyd Advisory Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2022, closing a stake of 1,166 shares — an estimated $54K sold.

Lloyd Advisory Services first reported a position in FXO in Q3 2021 and held it in 2 quarters. The position peaked at $54K in Q4 2021. 199 funds tracked by Wall St. Rank hold FXO as of Q1 2022.

  • Lloyd Advisory Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,166 First Trust Financials AlphaDEX Fund shares in Q1 2022, an estimated $54K.
  • Lloyd Advisory Services first reported a position in First Trust Financials AlphaDEX Fund in Q3 2021 and held it in 2 quarters.
  • Lloyd Advisory Services's First Trust Financials AlphaDEX Fund position peaked at $54K in Q4 2021.
  • 199 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2022.

Based on Lloyd Advisory Services's 13F filing for Q1 2022, filed 2 May 2022.