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Rowland Carmichael Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Rowland Carmichael 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
2016
Q2 		– Sell
-2,585
Closed -$58K – 303
2016
Q1 		$58K Buy
+2,585
New +$55.5K 0.05% 168

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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rowland Carmichael Advisors's FXO Position: Q2 2016 in Review

Rowland Carmichael Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2016, closing a stake of 2,585 shares — an estimated $58K sold.

Rowland Carmichael Advisors first reported a position in FXO in Q1 2016 and held it in 1 quarter. The position peaked at $58K in Q1 2016. 92 funds tracked by Wall St. Rank hold FXO as of Q2 2016.

  • Rowland Carmichael Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2016 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 2,585 First Trust Financials AlphaDEX Fund shares in Q2 2016, an estimated $58K.
  • Rowland Carmichael Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q1 2016 and held it in 1 quarter.
  • Rowland Carmichael Advisors's First Trust Financials AlphaDEX Fund position peaked at $58K in Q1 2016.
  • 92 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2016, filed 10 Feb 2020.