Tucker Asset Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Tucker Asset 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
2024 Q3	–	Sell	-567	Closed	-$26.2K	–	1542
2024 Q2	$26.2K	Buy	+567	New	+$26.1K	0.01%	548
2023 Q2	–	Sell	-275	Closed	-$10.3K	–	1215
2023 Q1	$10.3K	Buy	+275	New	+$11.6K	﹤0.01%	544
2022 Q2	–	Sell	-353	Closed	-$16.2K	–	665
2022 Q1	$16.2K	Buy	+353	New	+$16.3K	0.01%	178
2021 Q3	–	Sell	-389	Closed	-$17K	–	388
2021 Q2	$17K	Sell	389 -6	-2%	-$265	0.01%	137
2021 Q1	$16.4K	Buy	+395	New	+$15.4K	0.01%	150

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Tucker Asset Management's FXO Position: Q3 2024 in Review

Tucker Asset Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2024, closing a stake of 567 shares — an estimated $26.2K sold.

Tucker Asset Management first reported a position in FXO in Q1 2021 and held it in 5 quarters. The position peaked at $26.2K in Q2 2024. 190 funds tracked by Wall St. Rank hold FXO as of Q3 2024.

Tucker Asset Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 567 First Trust Financials AlphaDEX Fund shares in Q3 2024, an estimated $26.2K.
Tucker Asset Management first reported a position in First Trust Financials AlphaDEX Fund in Q1 2021 and held it in 5 quarters.
Tucker Asset Management's First Trust Financials AlphaDEX Fund position peaked at $26.2K in Q2 2024.
190 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.