SignatureFD’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

SignatureFD’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	-840	Closed	-$39K	–	3195
2022 Q1	$39K	Hold	840	–	–	﹤0.01%	1497
2021 Q4	$39K	Hold	840	–	–	﹤0.01%	1445
2021 Q3	$37K	Hold	840	–	–	﹤0.01%	1460
2021 Q2	$37K	Buy	+840	New	+$37.1K	﹤0.01%	1418
2018 Q2	–	Sell	-100	Closed	-$3K	–	1938
2018 Q1	$3K	Buy	+100	New	+$3.16K	﹤0.01%	1492

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

SignatureFD's FXO Position: Q2 2022 in Review

SignatureFD sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2022, closing a stake of 840 shares — an estimated $39K sold.

SignatureFD first reported a position in FXO in Q1 2018 and held it in 5 quarters. The position peaked at $39K in Q1 2022. 186 funds tracked by Wall St. Rank hold FXO as of Q2 2022.

SignatureFD reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
SignatureFD sold 840 First Trust Financials AlphaDEX Fund shares in Q2 2022, an estimated $39K.
SignatureFD first reported a position in First Trust Financials AlphaDEX Fund in Q1 2018 and held it in 5 quarters.
SignatureFD's First Trust Financials AlphaDEX Fund position peaked at $39K in Q1 2022.
186 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2022.

Based on SignatureFD's 13F filing for Q2 2022, filed 10 Aug 2022.