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

Sowell 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
2021 Q2	–	Sell	-1,618	Closed	-$74K	–	1348
2021 Q1	$74K	Buy	1,618 +1,005	+164%	+$39.1K	﹤0.01%	1501
2020 Q4	$21K	Hold	613	–	–	﹤0.01%	1719
2020 Q3	$16K	Hold	613	–	–	﹤0.01%	1650
2020 Q2	$16K	Hold	613	–	–	﹤0.01%	1533
2020 Q1	$13K	Sell	613 -14,465	-96%	-$433K	﹤0.01%	1524
2019 Q4	$505K	Sell	15,078 -507	-3%	-$16.5K	0.04%	448
2019 Q3	$496K	Buy	+15,585	New	+$493K	0.04%	416
2019 Q1	$813K	Buy	26,865 +12,975	+93%	+$388K	0.09%	234
2018 Q4	$375K	Buy	+13,890	New	+$410K	0.05%	334

Other funds holding FXO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sowell Financial Services's FXO Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2021, closing a stake of 1,618 shares — an estimated $74K sold.

Sowell Financial Services first reported a position in FXO in Q4 2018 and held it in 9 quarters. The position peaked at $813K in Q1 2019. 174 funds tracked by Wall St. Rank hold FXO as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,618 First Trust Financials AlphaDEX Fund shares in Q2 2021, an estimated $74K.
Sowell Financial Services first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and held it in 9 quarters.
Sowell Financial Services's First Trust Financials AlphaDEX Fund position peaked at $813K in Q1 2019.
174 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.