Verus Capital Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Verus Capital Partners’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
2020 Q1	$2K	Buy	86 +1	+1%	+$30	﹤0.01%	1334
2019 Q4	$3K	Buy	+85	New	+$2.76K	﹤0.01%	1371

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Verus Capital Partners's FXO Position: Q1 2020 in Review

Verus Capital Partners increased its First Trust Financials AlphaDEX Fund (FXO) stake by 1.2% in Q1 2020, buying an estimated $30 and bringing the position to 86 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Verus Capital Partners first reported a position in FXO in Q4 2019 and has held it in 2 quarters since. The position peaked at $3K in Q4 2019. 128 funds tracked by Wall St. Rank hold FXO as of Q1 2020.

Verus Capital Partners held 86 shares of First Trust Financials AlphaDEX Fund worth $2K as of Q1 2020.
Verus Capital Partners bought 1 First Trust Financials AlphaDEX Fund share in Q1 2020, an estimated $30.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1334 holding.
Verus Capital Partners first reported a position in First Trust Financials AlphaDEX Fund in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's First Trust Financials AlphaDEX Fund position peaked at $3K in Q4 2019.
128 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.