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Mid Atlantic Financial Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Mid Atlantic Financial 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
2019
Q2 		– Sell
-8,085
Closed -$245K – 755
2019
Q1 		$245K Sell
8,085
-1,485
-16% -$44.4K 0.03% 570
2018
Q4 		$258K Buy
+9,570
New +$283K 0.03% 508

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
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mid Atlantic Financial Management's FXO Position: Q2 2019 in Review

Mid Atlantic Financial Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2019, closing a stake of 8,085 shares — an estimated $245K sold.

Mid Atlantic Financial Management first reported a position in FXO in Q4 2018 and held it in 2 quarters. The position peaked at $258K in Q4 2018. 145 funds tracked by Wall St. Rank hold FXO as of Q2 2019.

  • Mid Atlantic Financial Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 8,085 First Trust Financials AlphaDEX Fund shares in Q2 2019, an estimated $245K.
  • Mid Atlantic Financial Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
  • Mid Atlantic Financial Management's First Trust Financials AlphaDEX Fund position peaked at $258K in Q4 2018.
  • 145 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2019, filed 6 Aug 2019.