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

Summit Financial 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
2015
Q3 		– Sell
-4,800
Closed -$113K – 232
2015
Q2 		$113K Hold
4,800
– – 0.07% 99
2015
Q1 		$114K Sell
4,800
-3,400
-41% -$79K 0.08% 84
2014
Q4 		$191K Buy
+8,200
New +$185K 0.13% 71

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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Summit Financial Wealth Advisors's FXO Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2015, closing a stake of 4,800 shares — an estimated $113K sold.

Summit Financial Wealth Advisors first reported a position in FXO in Q4 2014 and held it in 3 quarters. The position peaked at $191K in Q4 2014. 88 funds tracked by Wall St. Rank hold FXO as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 4,800 First Trust Financials AlphaDEX Fund shares in Q3 2015, an estimated $113K.
  • Summit Financial Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $191K in Q4 2014.
  • 88 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.