O'Donnell Financial Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

O'Donnell Financial Services’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
2022 Q2	–	Sell	-90,143	Closed	-$4.14M	–	38
2022 Q1	$4.14M	Buy	90,143 +40,151	+80%	+$1.85M	1.88%	14
2021 Q4	$2.27M	Buy	+49,992	New	+$2.33M	1.05%	14

Other funds holding FXO

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

O'Donnell Financial Services's FXO Position: Q2 2022 in Review

O'Donnell Financial Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2022, closing a stake of 90,143 shares — an estimated $4.14M sold.

O'Donnell Financial Services first reported a position in FXO in Q4 2021 and held it in 2 quarters. The position peaked at $4.14M in Q1 2022. 186 funds tracked by Wall St. Rank hold FXO as of Q2 2022.

O'Donnell Financial Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
O'Donnell Financial Services sold 90,143 First Trust Financials AlphaDEX Fund shares in Q2 2022, an estimated $4.14M.
O'Donnell Financial Services first reported a position in First Trust Financials AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
O'Donnell Financial Services's First Trust Financials AlphaDEX Fund position peaked at $4.14M in Q1 2022.
186 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2022.

Based on O'Donnell Financial Services's 13F filing for Q2 2022, filed 27 Jul 2022.