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Savior LLC’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Savior LLC’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
-871
Closed -$33K – 52
2023
Q3 		$33K Sell
871
-5,499
-86% -$217K 0.23% 33
2023
Q2 		$240K Sell
6,370
-86,738
-93% -$3.19M 0.97% 21
2023
Q1 		$3.48M Buy
93,108
+1,975
+2% +$83.4K 2.87% 13
2022
Q4 		$3.73M Buy
91,133
+43
+0% +$1.77K 3.33% 12
2022
Q3 		$3.35M Sell
91,090
-195
-0.2% -$7.95K 3.12% 12
2022
Q2 		$3.55M Sell
91,285
-1,421
-2% -$59.9K 3.25% 9
2022
Q1 		$4.32M Buy
92,706
+693
+0.8% +$31.9K 3.21% 9
2021
Q4 		$4.26M Buy
92,013
+1,392
+2% +$65K 0.15% 13
2021
Q3 		$4.01M Sell
90,621
-11,792
-12% -$522K 4.11% 6
2021
Q2 		$4.47M Buy
102,413
+493
+0.5% +$21.8K 3.74% 6
2021
Q1 		$4.24M Buy
+101,920
New +$3.96M 4.27% 6
2020
Q2 		– Sell
-34,104
Closed -$721K – 826
2020
Q1 		$721K Buy
34,104
+1,928
+6% +$57.7K 0.85% 19
2019
Q4 		$1.08M Buy
+32,176
New +$1.05M 1.44% 14

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

Savior LLC's FXO Position: Q4 2023 in Review

Savior LLC sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2023, closing a stake of 871 shares — an estimated $33K sold.

Savior LLC first reported a position in FXO in Q4 2019 and held it in 13 quarters. The position peaked at $4.47M in Q2 2021. 189 funds tracked by Wall St. Rank hold FXO as of Q4 2023.

  • Savior LLC reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Savior LLC sold 871 First Trust Financials AlphaDEX Fund shares in Q4 2023, an estimated $33K.
  • Savior LLC first reported a position in First Trust Financials AlphaDEX Fund in Q4 2019 and held it in 13 quarters.
  • Savior LLC's First Trust Financials AlphaDEX Fund position peaked at $4.47M in Q2 2021.
  • 189 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2023.

Based on Savior LLC's 13F filing for Q4 2023, filed 1 Feb 2024.