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Planning Capital Management Corporation’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Planning Capital Management Corporation’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
Q1 		– Sell
-1,600
Closed -$69.3K – 669
2023
Q4 		$69.3K Buy
+1,600
New +$62.6K 0.05% 163

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Planning Capital Management Corporation's FXO Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2024, closing a stake of 1,600 shares — an estimated $69.3K sold.

Planning Capital Management Corporation first reported a position in FXO in Q4 2023 and held it in 1 quarter. The position peaked at $69.3K in Q4 2023. 185 funds tracked by Wall St. Rank hold FXO as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 1,600 First Trust Financials AlphaDEX Fund shares in Q1 2024, an estimated $69.3K.
  • Planning Capital Management Corporation first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's First Trust Financials AlphaDEX Fund position peaked at $69.3K in Q4 2023.
  • 185 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.