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RVW Wealth’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

RVW Wealth’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
Q4 		– Sell
-1,168
Closed -$44.2K – 221
2023
Q3 		$44.2K Buy
+1,168
New +$46.1K 0.01% 248
2020
Q2 		– Sell
-249,993
Closed -$5.29M – 97
2020
Q1 		$5.29M Buy
+249,993
New +$7.48M 1.23% 28

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RVW Wealth's FXO Position: Q4 2023 in Review

RVW Wealth sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2023, closing a stake of 1,168 shares — an estimated $44.2K sold.

RVW Wealth first reported a position in FXO in Q1 2020 and held it in 2 quarters. The position peaked at $5.29M in Q1 2020. 189 funds tracked by Wall St. Rank hold FXO as of Q4 2023.

  • RVW Wealth reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 1,168 First Trust Financials AlphaDEX Fund shares in Q4 2023, an estimated $44.2K.
  • RVW Wealth first reported a position in First Trust Financials AlphaDEX Fund in Q1 2020 and held it in 2 quarters.
  • RVW Wealth's First Trust Financials AlphaDEX Fund position peaked at $5.29M in Q1 2020.
  • 189 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.