Sequoia Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Sequoia Wealth Management’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
2019 Q4	–	Sell	-7,896	Closed	-$252K	–	28
2019 Q3	$252K	Buy	+7,896	New	+$250K	0.51%	47
2019 Q2	–	Sell	-17,660	Closed	-$536K	–	63
2019 Q1	$536K	Sell	17,660 -8,084	-31%	-$242K	0.43%	40
2018 Q4	$695K	Sell	25,744 -3,478	-12%	-$103K	0.69%	27
2018 Q3	$934K	Buy	29,222 +4,927	+20%	+$159K	0.8%	29
2018 Q2	$765K	Sell	24,295 -1,294	-5%	-$40.8K	0.81%	27
2018 Q1	$794K	Buy	25,589 +16,988	+198%	+$537K	0.77%	27
2017 Q4	$272K	Buy	+8,601	New	+$264K	0.25%	45

Other funds holding FXO

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Sequoia Wealth Management's FXO Position: Q4 2019 in Review

Sequoia Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2019, closing a stake of 7,896 shares — an estimated $252K sold.

Sequoia Wealth Management first reported a position in FXO in Q4 2017 and held it in 7 quarters. The position peaked at $934K in Q3 2018. 175 funds tracked by Wall St. Rank hold FXO as of Q4 2019.

Sequoia Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 7,896 First Trust Financials AlphaDEX Fund shares in Q4 2019, an estimated $252K.
Sequoia Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2017 and held it in 7 quarters.
Sequoia Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $934K in Q3 2018.
175 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.