Sage Private Wealth Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-200	Closed	-$7K	–	96
2022 Q3	$7K	Buy	200 +1	+0.5%	+$41	0.01%	159
2022 Q2	$8K	Buy	199 +1	+0.5%	+$42	0.01%	147
2022 Q1	$9K	Buy	198 +1	+0.5%	+$46	0.01%	149
2021 Q4	$9K	Buy	197 +1	+0.5%	+$47	0.01%	144
2021 Q3	$9K	Buy	196 +1	+0.5%	+$44	0.01%	146
2021 Q2	$9K	Hold	195	–	–	0.01%	140
2021 Q1	$8K	Buy	195 +1	+0.5%	+$39	0.01%	145
2020 Q4	$7K	Buy	+194	New	+$5.94K	0.02%	136

Other funds holding FXO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Sage Private Wealth Group's FXO Position: Q4 2022 in Review

Sage Private Wealth Group sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2022, closing a stake of 200 shares — an estimated $7K sold.

Sage Private Wealth Group first reported a position in FXO in Q4 2020 and held it in 8 quarters. The position peaked at $9K in Q1 2022. 215 funds tracked by Wall St. Rank hold FXO as of Q4 2022.

Sage Private Wealth Group reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 200 First Trust Financials AlphaDEX Fund shares in Q4 2022, an estimated $7K.
Sage Private Wealth Group first reported a position in First Trust Financials AlphaDEX Fund in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's First Trust Financials AlphaDEX Fund position peaked at $9K in Q1 2022.
215 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.