MUFG Americas’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

MUFG Americas’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 Q4	–	Sell	-1,000	Closed	-$44K	–	850
2021 Q3	$44K	Hold	1,000	–	–	﹤0.01%	542
2021 Q2	$44K	Hold	1,000	–	–	﹤0.01%	507
2021 Q1	$42K	Hold	1,000	–	–	﹤0.01%	524
2020 Q4	$34K	Hold	1,000	–	–	﹤0.01%	536
2020 Q3	$25K	Hold	1,000	–	–	﹤0.01%	542
2020 Q2	$25K	Hold	1,000	–	–	﹤0.01%	553
2020 Q1	$21K	Buy	+1,000	New	+$29.9K	﹤0.01%	582

Other funds holding FXO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MUFG Americas's FXO Position: Q4 2021 in Review

MUFG Americas sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2021, closing a stake of 1,000 shares — an estimated $44K sold.

MUFG Americas first reported a position in FXO in Q1 2020 and held it in 7 quarters. The position peaked at $44K in Q3 2021. 211 funds tracked by Wall St. Rank hold FXO as of Q4 2021.

MUFG Americas reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
MUFG Americas sold 1,000 First Trust Financials AlphaDEX Fund shares in Q4 2021, an estimated $44K.
MUFG Americas first reported a position in First Trust Financials AlphaDEX Fund in Q1 2020 and held it in 7 quarters.
MUFG Americas's First Trust Financials AlphaDEX Fund position peaked at $44K in Q3 2021.
211 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2021.

Based on MUFG Americas's 13F filing for Q4 2021, filed 9 Feb 2022.