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Mather Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Mather Group’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
2024
Q3 		– Sell
-272
Closed -$12.9K – 1893
2024
Q2 		$12.9K Hold
272
– – ﹤0.01% 1380
2024
Q1 		$11.8K Buy
+272
New +$12.1K ﹤0.01% 1159

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mather Group's FXO Position: Q3 2024 in Review

Mather Group sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2024, closing a stake of 272 shares — an estimated $12.9K sold.

Mather Group first reported a position in FXO in Q1 2024 and held it in 2 quarters. The position peaked at $12.9K in Q2 2024. 190 funds tracked by Wall St. Rank hold FXO as of Q3 2024.

  • Mather Group reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 272 First Trust Financials AlphaDEX Fund shares in Q3 2024, an estimated $12.9K.
  • Mather Group first reported a position in First Trust Financials AlphaDEX Fund in Q1 2024 and held it in 2 quarters.
  • Mather Group's First Trust Financials AlphaDEX Fund position peaked at $12.9K in Q2 2024.
  • 190 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.