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

Security 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
2024 Q2	–	Sell	-8,047	Closed	-$382K	–	171
2024 Q1	$382K	Hold	8,047	–	–	0.09%	123
2023 Q4	$348K	Buy	8,047 +17	+0.2%	+$665	0.09%	117
2023 Q3	$304K	Hold	8,030	–	–	0.09%	124
2023 Q2	$303K	Hold	8,030	–	–	0.09%	120
2023 Q1	$300K	Hold	8,030	–	–	0.09%	117
2022 Q4	$329K	Hold	8,030	–	–	0.1%	115
2022 Q3	$296K	Hold	8,030	–	–	0.1%	114
2022 Q2	$312K	Hold	8,030	–	–	0.1%	108
2022 Q1	$369K	Hold	8,030	–	–	0.12%	100
2021 Q4	$372K	Buy	+8,030	New	+$375K	0.12%	102

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

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

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

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

Royal Bank of Canada

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return