VWA
FXO icon

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

V 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
2017
Q3 		– Sell
-50
Closed -$1K – 395
2017
Q2 		$1K Buy
+50
New +$1.39K ﹤0.01% 781

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

V Wealth Advisors's FXO Position: Q3 2017 in Review

V Wealth Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2017, closing a stake of 50 shares — an estimated $1K sold.

V Wealth Advisors first reported a position in FXO in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 119 funds tracked by Wall St. Rank hold FXO as of Q3 2017.

  • V Wealth Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 50 First Trust Financials AlphaDEX Fund shares in Q3 2017, an estimated $1K.
  • V Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $1K in Q2 2017.
  • 119 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.