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Plante Moran Financial Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Plante Moran Financial 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
2022
Q4 		– Sell
-435
Closed -$16K – 905
2022
Q3 		$16K Buy
+435
New +$17.7K ﹤0.01% 501
2017
Q4 		– Sell
-250
Closed -$7K – 892
2017
Q3 		$7K Buy
+250
New +$7.26K ﹤0.01% 599

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Plante Moran Financial Advisors's FXO Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2022, closing a stake of 435 shares — an estimated $16K sold.

Plante Moran Financial Advisors first reported a position in FXO in Q3 2017 and held it in 2 quarters. The position peaked at $16K in Q3 2022. 215 funds tracked by Wall St. Rank hold FXO as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 435 First Trust Financials AlphaDEX Fund shares in Q4 2022, an estimated $16K.
  • Plante Moran Financial Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q3 2017 and held it in 2 quarters.
  • Plante Moran Financial Advisors's First Trust Financials AlphaDEX Fund position peaked at $16K in Q3 2022.
  • 215 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.