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

Outlook 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
2023 Q4	–	Sell	-9,521	Closed	-$360K	–	257
2023 Q3	$360K	Buy	9,521 +198	+2%	+$7.82K	0.14%	148
2023 Q2	$351K	Sell	9,323 -2,431	-21%	-$89.5K	0.13%	150
2023 Q1	$439K	Buy	11,754 +3,469	+42%	+$146K	0.2%	126
2022 Q4	$339K	Buy	8,285 +882	+12%	+$36.3K	0.16%	124
2022 Q3	$273K	Sell	7,403 -17,239	-70%	-$703K	0.12%	150
2022 Q2	$957K	Buy	24,642 +710	+3%	+$30K	0.39%	60
2022 Q1	$1.1M	Buy	23,932 +32	+0.1%	+$1.48K	0.37%	64
2021 Q4	$1.11M	Buy	+23,900	New	+$1.12M	0.32%	66

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

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

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

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

Outlook Wealth Advisors's FXO Position: Q4 2023 in Review

Outlook Wealth Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2023, closing a stake of 9,521 shares — an estimated $360K sold.

Outlook Wealth Advisors first reported a position in FXO in Q4 2021 and held it in 8 quarters. The position peaked at $1.11M in Q4 2021. 189 funds tracked by Wall St. Rank hold FXO as of Q4 2023.

Outlook Wealth Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 9,521 First Trust Financials AlphaDEX Fund shares in Q4 2023, an estimated $360K.
Outlook Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2021 and held it in 8 quarters.
Outlook Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $1.11M in Q4 2021.
189 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2023.

Based on Outlook Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.