Rehmann Capital Advisory Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	–	Sell	-1,526	Closed	-$48.3K	–	1838
2019 Q2	$48.3K	Buy	1,526 +996	+188%	+$31.1K	0.01%	846
2019 Q1	$16.1K	Buy	+530	New	+$15.9K	﹤0.01%	1187
2018 Q4	–	Sell	-1,584	Closed	-$50.7K	–	1942
2018 Q3	$50.7K	Buy	1,584 +6	+0.4%	+$194	0.01%	792
2018 Q2	$49.5K	Sell	1,578 -65	-4%	-$2.05K	0.01%	782
2018 Q1	$51K	Buy	+1,643	New	+$52K	0.01%	758

Other funds holding FXO

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Rehmann Capital Advisory Group's FXO Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2019, closing a stake of 1,526 shares — an estimated $48.3K sold.

Rehmann Capital Advisory Group first reported a position in FXO in Q1 2018 and held it in 5 quarters. The position peaked at $51K in Q1 2018. 155 funds tracked by Wall St. Rank hold FXO as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 1,526 First Trust Financials AlphaDEX Fund shares in Q3 2019, an estimated $48.3K.
Rehmann Capital Advisory Group first reported a position in First Trust Financials AlphaDEX Fund in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's First Trust Financials AlphaDEX Fund position peaked at $51K in Q1 2018.
155 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.