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SPC Financial Inc’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

SPC Financial Inc’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
2020
Q1 		– Sell
-21,920
Closed -$735K – 138
2019
Q4 		$735K Buy
21,920
+230
+1% +$7.48K 0.13% 78
2019
Q3 		$690K Buy
+21,690
New +$686K 0.15% 75

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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
LPL Financial
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SPC Financial Inc's FXO Position: Q1 2020 in Review

SPC Financial Inc sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2020, closing a stake of 21,920 shares — an estimated $735K sold.

SPC Financial Inc first reported a position in FXO in Q3 2019 and held it in 2 quarters. The position peaked at $735K in Q4 2019. 128 funds tracked by Wall St. Rank hold FXO as of Q1 2020.

  • SPC Financial Inc reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • SPC Financial Inc sold 21,920 First Trust Financials AlphaDEX Fund shares in Q1 2020, an estimated $735K.
  • SPC Financial Inc first reported a position in First Trust Financials AlphaDEX Fund in Q3 2019 and held it in 2 quarters.
  • SPC Financial Inc's First Trust Financials AlphaDEX Fund position peaked at $735K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2020.

Based on SPC Financial Inc's 13F filing for Q1 2020, filed 16 Apr 2020.