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Northwest Financial Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-1,789
Closed -$91.5K – 260
2024
Q3 		$91.5K Buy
+1,789
New +$88.1K 0.07% 165
2024
Q1 		– Sell
-1,763
Closed -$76.3K – 241
2023
Q4 		$76.3K Buy
+1,763
New +$69K 0.06% 169

Other funds holding FXO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Northwest Financial Advisors's FXO Position: Q4 2024 in Review

Northwest Financial Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2024, closing a stake of 1,789 shares — an estimated $91.5K sold.

Northwest Financial Advisors first reported a position in FXO in Q4 2023 and held it in 2 quarters. The position peaked at $91.5K in Q3 2024. 232 funds tracked by Wall St. Rank hold FXO as of Q4 2024.

  • Northwest Financial Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,789 First Trust Financials AlphaDEX Fund shares in Q4 2024, an estimated $91.5K.
  • Northwest Financial Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's First Trust Financials AlphaDEX Fund position peaked at $91.5K in Q3 2024.
  • 232 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.