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Salomon & Ludwin’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Salomon & Ludwin’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
2020
Q1 		– Sell
-1,335
Closed -$45K – 237
2019
Q4 		$45K Hold
1,335
– – 0.01% 115
2019
Q3 		$42K Hold
1,335
– – 0.01% 101
2019
Q2 		$42K Buy
+1,335
New +$41.7K 0.01% 98

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Salomon & Ludwin's FXO Position: Q1 2020 in Review

Salomon & Ludwin sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2020, closing a stake of 1,335 shares — an estimated $45K sold.

Salomon & Ludwin first reported a position in FXO in Q2 2019 and held it in 3 quarters. The position peaked at $45K in Q4 2019. 128 funds tracked by Wall St. Rank hold FXO as of Q1 2020.

  • Salomon & Ludwin reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Salomon & Ludwin sold 1,335 First Trust Financials AlphaDEX Fund shares in Q1 2020, an estimated $45K.
  • Salomon & Ludwin first reported a position in First Trust Financials AlphaDEX Fund in Q2 2019 and held it in 3 quarters.
  • Salomon & Ludwin's First Trust Financials AlphaDEX Fund position peaked at $45K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2020.

Based on Salomon & Ludwin's 13F filing for Q1 2020, filed 3 Apr 2020.