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Oxford Financial Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Oxford Financial Group’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
-1,815
Closed -$80K – 275
2021
Q3 		$80K Buy
+1,815
New +$80.3K 0.01% 204

Other funds holding FXO

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LPL Financial
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Oxford Financial Group's FXO Position: Q4 2021 in Review

Oxford Financial Group sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2021, closing a stake of 1,815 shares — an estimated $80K sold.

Oxford Financial Group first reported a position in FXO in Q3 2021 and held it in 1 quarter. The position peaked at $80K in Q3 2021. 211 funds tracked by Wall St. Rank hold FXO as of Q4 2021.

  • Oxford Financial Group reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Oxford Financial Group sold 1,815 First Trust Financials AlphaDEX Fund shares in Q4 2021, an estimated $80K.
  • Oxford Financial Group first reported a position in First Trust Financials AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
  • Oxford Financial Group's First Trust Financials AlphaDEX Fund position peaked at $80K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2021.

Based on Oxford Financial Group's 13F filing for Q4 2021, filed 10 Feb 2022.