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Portfolio Solutions’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Portfolio Solutions’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
2017
Q2 		– Sell
-564
Closed -$16K – 182
2017
Q1 		$16K Buy
+564
New +$15.7K ﹤0.01% 108

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Portfolio Solutions's FXO Position: Q2 2017 in Review

Portfolio Solutions sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2017, closing a stake of 564 shares — an estimated $16K sold.

Portfolio Solutions first reported a position in FXO in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 112 funds tracked by Wall St. Rank hold FXO as of Q2 2017.

  • Portfolio Solutions reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Portfolio Solutions sold 564 First Trust Financials AlphaDEX Fund shares in Q2 2017, an estimated $16K.
  • Portfolio Solutions first reported a position in First Trust Financials AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Portfolio Solutions's First Trust Financials AlphaDEX Fund position peaked at $16K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2017.

Based on Portfolio Solutions's 13F filing for Q2 2017, filed 14 Jul 2017.