Simplex Trading
FXO icon

Simplex Trading’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Simplex Trading’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
Q4 		– Sell
-818
Closed -$24K – 6201
2017
Q3 		$24K Buy
818
+300
+58% +$8.71K ﹤0.01% 2982
2017
Q2 		$14K Buy
+518
New +$14.4K ﹤0.01% 3648

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Simplex Trading's FXO Position: Q4 2017 in Review

Simplex Trading sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2017, closing a stake of 818 shares — an estimated $24K sold.

Simplex Trading first reported a position in FXO in Q2 2017 and held it in 2 quarters. The position peaked at $24K in Q3 2017. 132 funds tracked by Wall St. Rank hold FXO as of Q4 2017.

  • Simplex Trading reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • Simplex Trading sold 818 First Trust Financials AlphaDEX Fund shares in Q4 2017, an estimated $24K.
  • Simplex Trading first reported a position in First Trust Financials AlphaDEX Fund in Q2 2017 and held it in 2 quarters.
  • Simplex Trading's First Trust Financials AlphaDEX Fund position peaked at $24K in Q3 2017.
  • 132 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2017.

Based on Simplex Trading's 13F filing for Q4 2017, filed 10 Jan 2018.