MWA
FXO icon

Moser Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Moser Wealth 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
2021
Q2 		– Sell
-47
Closed -$2K – 159
2021
Q1 		$2K Buy
+47
New +$1.83K ﹤0.01% 140

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Moser Wealth Advisors's FXO Position: Q2 2021 in Review

Moser Wealth Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2021, closing a stake of 47 shares — an estimated $2K sold.

Moser Wealth Advisors first reported a position in FXO in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 174 funds tracked by Wall St. Rank hold FXO as of Q2 2021.

  • Moser Wealth Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • Moser Wealth Advisors sold 47 First Trust Financials AlphaDEX Fund shares in Q2 2021, an estimated $2K.
  • Moser Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q1 2021 and held it in 1 quarter.
  • Moser Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $2K in Q1 2021.
  • 174 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2021.

Based on Moser Wealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.