SIM
FXO icon

Seaview Investment Managers’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Seaview Investment Managers’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
2021
Q3 		– Sell
-18,324
Closed -$800K – 104
2021
Q2 		$800K Buy
18,324
+5,620
+44% +$248K 0.41% 57
2021
Q1 		$529K Buy
+12,704
New +$494K 0.39% 57

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
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

Seaview Investment Managers's FXO Position: Q3 2021 in Review

Seaview Investment Managers sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2021, closing a stake of 18,324 shares — an estimated $800K sold.

Seaview Investment Managers first reported a position in FXO in Q1 2021 and held it in 2 quarters. The position peaked at $800K in Q2 2021. 173 funds tracked by Wall St. Rank hold FXO as of Q3 2021.

  • Seaview Investment Managers reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • Seaview Investment Managers sold 18,324 First Trust Financials AlphaDEX Fund shares in Q3 2021, an estimated $800K.
  • Seaview Investment Managers first reported a position in First Trust Financials AlphaDEX Fund in Q1 2021 and held it in 2 quarters.
  • Seaview Investment Managers's First Trust Financials AlphaDEX Fund position peaked at $800K in Q2 2021.
  • 173 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2021.

Based on Seaview Investment Managers's 13F filing for Q3 2021, filed 27 Oct 2021.