PCA Investment Advisory Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

PCA Investment Advisory 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
2023 Q3	–	Sell	-1,096	Closed	-$41.3K	–	227
2023 Q2	$41.3K	Buy	+1,096	New	+$40.3K	0.02%	274

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

PCA Investment Advisory Services's FXO Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2023, closing a stake of 1,096 shares — an estimated $41.3K sold.

PCA Investment Advisory Services first reported a position in FXO in Q2 2023 and held it in 1 quarter. The position peaked at $41.3K in Q2 2023. 178 funds tracked by Wall St. Rank hold FXO as of Q3 2023.

PCA Investment Advisory Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 1,096 First Trust Financials AlphaDEX Fund shares in Q3 2023, an estimated $41.3K.
PCA Investment Advisory Services first reported a position in First Trust Financials AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's First Trust Financials AlphaDEX Fund position peaked at $41.3K in Q2 2023.
178 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.