Stratos Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Stratos Wealth Advisors’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
2019 Q4	–	Sell	-44,098	Closed	-$1.4M	–	193
2019 Q3	$1.4M	Sell	44,098 -1,656	-4%	-$52.4K	0.54%	42
2019 Q2	$1.45M	Buy	45,754 +739	+2%	+$23.1K	0.58%	35
2019 Q1	$1.36M	Buy	45,015 +28,852	+179%	+$863K	0.74%	31
2018 Q4	$437K	Buy	+16,163	New	+$477K	0.29%	101

Other funds holding FXO

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Stratos Wealth Advisors's FXO Position: Q4 2019 in Review

Stratos Wealth Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2019, closing a stake of 44,098 shares — an estimated $1.4M sold.

Stratos Wealth Advisors first reported a position in FXO in Q4 2018 and held it in 4 quarters. The position peaked at $1.45M in Q2 2019. 175 funds tracked by Wall St. Rank hold FXO as of Q4 2019.

Stratos Wealth Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Stratos Wealth Advisors sold 44,098 First Trust Financials AlphaDEX Fund shares in Q4 2019, an estimated $1.4M.
Stratos Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and held it in 4 quarters.
Stratos Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $1.45M in Q2 2019.
175 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2019.

Based on Stratos Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.