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Strategic Capital Alternatives’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$36K Buy
+1,606
New +$37.9K 0.01% 225
2014
Q4 		– Sell
-576
Closed -$13K – 181
2014
Q3 		$13K Buy
+576
New +$12.8K ﹤0.01% 368

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Strategic Capital Alternatives's FXO Position: Q3 2015 in Review

Strategic Capital Alternatives opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q3 2015: 1,606 shares worth $36K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings. This is a return to the name: Strategic Capital Alternatives previously reported a position in FXO as recently as Q3 2014.

Strategic Capital Alternatives first reported a position in FXO in Q3 2014 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold FXO as of Q3 2015.

  • Strategic Capital Alternatives held 1,606 shares of First Trust Financials AlphaDEX Fund worth $36K as of Q3 2015.
  • First Trust Financials AlphaDEX Fund was a new Strategic Capital Alternatives position in Q3 2015.
  • First Trust Financials AlphaDEX Fund made up 0.01% of Strategic Capital Alternatives's portfolio in Q3 2015, its #225 holding.
  • Strategic Capital Alternatives first reported a position in First Trust Financials AlphaDEX Fund in Q3 2014 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.