VitalStone Financial’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

VitalStone Financial’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	$87.6K	Buy	1,713 +24	+1%	+$1.18K	0.06%	146
2024 Q2	$78.2K	Buy	1,689 +92	+6%	+$4.24K	0.06%	150
2024 Q1	$76K	Buy	1,597 +415	+35%	+$18.4K	0.06%	151
2023 Q4	$51K	Buy	1,182 +905	+327%	+$35.4K	0.04%	154
2023 Q3	$10K	Buy	+277	New	+$10.9K	0.01%	243

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

VitalStone Financial's FXO Position: Q3 2024 in Review

VitalStone Financial increased its First Trust Financials AlphaDEX Fund (FXO) stake by 1.4% in Q3 2024, buying an estimated $1.18K and bringing the position to 1,713 shares worth $87.6K. The position accounts for 0.06% of the portfolio, ranked #146.

VitalStone Financial first reported a position in FXO in Q3 2023 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold FXO as of Q3 2024.

VitalStone Financial held 1,713 shares of First Trust Financials AlphaDEX Fund worth $87.6K as of Q3 2024.
VitalStone Financial bought 24 First Trust Financials AlphaDEX Fund shares in Q3 2024, an estimated $1.18K.
First Trust Financials AlphaDEX Fund made up 0.06% of VitalStone Financial's portfolio in Q3 2024, its #146 holding.
VitalStone Financial first reported a position in First Trust Financials AlphaDEX Fund in Q3 2023 and has held it in 5 quarters since.
190 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.