Regions Financial Corp’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Regions Financial Corp’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	-6,072	Closed	-$229K	–	812
2023 Q2	$229K	Buy	+6,072	New	+$223K	﹤0.01%	759
2016 Q1	–	Sell	-9,055	Closed	-$210K	–	911
2015 Q4	$210K	Hold	9,055	–	–	﹤0.01%	841
2015 Q3	$203K	Sell	9,055 -1,206	-12%	-$28.4K	﹤0.01%	870
2015 Q2	$243K	Buy	10,261 +1,206	+13%	+$28.9K	﹤0.01%	835
2015 Q1	$214K	Hold	9,055	–	–	﹤0.01%	863
2014 Q4	$211K	Buy	+9,055	New	+$205K	﹤0.01%	873

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

Regions Financial Corp's FXO Position: Q3 2023 in Review

Regions Financial Corp sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2023, closing a stake of 6,072 shares — an estimated $229K sold.

Regions Financial Corp first reported a position in FXO in Q4 2014 and held it in 6 quarters. The position peaked at $243K in Q2 2015. 178 funds tracked by Wall St. Rank hold FXO as of Q3 2023.

Regions Financial Corp reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
Regions Financial Corp sold 6,072 First Trust Financials AlphaDEX Fund shares in Q3 2023, an estimated $229K.
Regions Financial Corp first reported a position in First Trust Financials AlphaDEX Fund in Q4 2014 and held it in 6 quarters.
Regions Financial Corp's First Trust Financials AlphaDEX Fund position peaked at $243K in Q2 2015.
178 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2023.

Based on Regions Financial Corp's 13F filing for Q3 2023, filed 1 Nov 2023.