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Moneta Group Investment Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Moneta Group Investment 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
2018
Q3 		– Sell
-863
Closed -$27K – 286
2018
Q2 		$27K Sell
863
-26,181
-97% -$825K ﹤0.01% 344
2018
Q1 		$27K Buy
+27,044
New +$855K ﹤0.01% 368

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
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Moneta Group Investment Advisors's FXO Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2018, closing a stake of 863 shares — an estimated $27K sold.

Moneta Group Investment Advisors first reported a position in FXO in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q2 2018. 143 funds tracked by Wall St. Rank hold FXO as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 863 First Trust Financials AlphaDEX Fund shares in Q3 2018, an estimated $27K.
  • Moneta Group Investment Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's First Trust Financials AlphaDEX Fund position peaked at $27K in Q2 2018.
  • 143 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.