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SevenBridge Financial Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

SevenBridge Financial Group’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
2017
Q1 		– Sell
-1,000
Closed -$24K – 641
2016
Q4 		$24K Hold
1,000
– – 0.02% 340
2016
Q3 		$24K Hold
1,000
– – 0.02% 338
2016
Q2 		$23K Buy
+1,000
New +$23.2K 0.02% 394

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
UBS Group
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SevenBridge Financial Group's FXO Position: Q1 2017 in Review

SevenBridge Financial Group sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2017, closing a stake of 1,000 shares — an estimated $24K sold.

SevenBridge Financial Group first reported a position in FXO in Q2 2016 and held it in 3 quarters. The position peaked at $24K in Q4 2016. 117 funds tracked by Wall St. Rank hold FXO as of Q1 2017.

  • SevenBridge Financial Group reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,000 First Trust Financials AlphaDEX Fund shares in Q1 2017, an estimated $24K.
  • SevenBridge Financial Group first reported a position in First Trust Financials AlphaDEX Fund in Q2 2016 and held it in 3 quarters.
  • SevenBridge Financial Group's First Trust Financials AlphaDEX Fund position peaked at $24K in Q4 2016.
  • 117 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2017.

Based on SevenBridge Financial Group's 13F filing for Q1 2017, filed 15 May 2017.