Searcy Financial Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Searcy Financial Services’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 Q2	–	Sell	-212,719	Closed	-$9.77M	–	17
2022 Q1	$9.77M	Sell	212,719 -192,977	-48%	-$8.9M	5.73%	7
2021 Q4	$18.8M	Buy	405,696 +209,669	+107%	+$9.78M	8.4%	5
2021 Q3	$8.67M	Buy	196,027 +25,334	+15%	+$1.12M	5.3%	7
2021 Q2	$7.45M	Buy	+170,693	New	+$7.54M	4.52%	12

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Searcy Financial Services's FXO Position: Q2 2022 in Review

Searcy Financial Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2022, closing a stake of 212,719 shares — an estimated $9.77M sold.

Searcy Financial Services first reported a position in FXO in Q2 2021 and held it in 4 quarters. The position peaked at $18.8M in Q4 2021. 186 funds tracked by Wall St. Rank hold FXO as of Q2 2022.

Searcy Financial Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Searcy Financial Services sold 212,719 First Trust Financials AlphaDEX Fund shares in Q2 2022, an estimated $9.77M.
Searcy Financial Services first reported a position in First Trust Financials AlphaDEX Fund in Q2 2021 and held it in 4 quarters.
Searcy Financial Services's First Trust Financials AlphaDEX Fund position peaked at $18.8M in Q4 2021.
186 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2022.

Based on Searcy Financial Services's 13F filing for Q2 2022, filed 28 Jul 2022.