MWPCG
FXO icon

Measured Wealth Private Client Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-700
Closed -$22K – 328
2018
Q3 		$22K Buy
+700
New +$22.6K 0.01% 509

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
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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Measured Wealth Private Client Group's FXO Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2018, closing a stake of 700 shares — an estimated $22K sold.

Measured Wealth Private Client Group first reported a position in FXO in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 149 funds tracked by Wall St. Rank hold FXO as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 700 First Trust Financials AlphaDEX Fund shares in Q4 2018, an estimated $22K.
  • Measured Wealth Private Client Group first reported a position in First Trust Financials AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's First Trust Financials AlphaDEX Fund position peaked at $22K in Q3 2018.
  • 149 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.