Total Clarity Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Total Clarity Wealth Management’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
2023 Q1	–	Sell	-4,937	Closed	-$202K	–	209
2022 Q4	$202K	Buy	+4,937	New	+$203K	0.1%	216
2022 Q3	–	Sell	-5,039	Closed	-$196K	–	496
2022 Q2	$196K	Buy	5,039 +214	+4%	+$9.03K	0.1%	206
2022 Q1	$222K	Sell	4,825 -15,957	-77%	-$736K	0.12%	201
2021 Q4	$962K	Buy	20,782 +5,309	+34%	+$248K	0.44%	57
2021 Q3	$685K	Buy	15,473 +196	+1%	+$8.67K	0.33%	80
2021 Q2	$667K	Buy	15,277 +6,882	+82%	+$304K	0.37%	80
2021 Q1	$349K	Buy	+8,395	New	+$326K	0.2%	116
2020 Q1	–	Sell	-1,248	Closed	-$42K	–	273
2019 Q4	$42K	Buy	+1,248	New	+$40.6K	0.03%	290

Other funds holding FXO

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RJA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Total Clarity Wealth Management's FXO Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2023, closing a stake of 4,937 shares — an estimated $202K sold.

Total Clarity Wealth Management first reported a position in FXO in Q4 2019 and held it in 8 quarters. The position peaked at $962K in Q4 2021. 209 funds tracked by Wall St. Rank hold FXO as of Q1 2023.

Total Clarity Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 4,937 First Trust Financials AlphaDEX Fund shares in Q1 2023, an estimated $202K.
Total Clarity Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2019 and held it in 8 quarters.
Total Clarity Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $962K in Q4 2021.
209 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.