WI
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WBI Investments’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

WBI Investments’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
Q2 		– Sell
-16,589
Closed -$460K – 319
2017
Q1 		$460K Buy
+16,589
New +$461K 0.02% 248

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
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

WBI Investments's FXO Position: Q2 2017 in Review

WBI Investments sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2017, closing a stake of 16,589 shares — an estimated $460K sold.

WBI Investments first reported a position in FXO in Q1 2017 and held it in 1 quarter. The position peaked at $460K in Q1 2017. 112 funds tracked by Wall St. Rank hold FXO as of Q2 2017.

  • WBI Investments reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • WBI Investments sold 16,589 First Trust Financials AlphaDEX Fund shares in Q2 2017, an estimated $460K.
  • WBI Investments first reported a position in First Trust Financials AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • WBI Investments's First Trust Financials AlphaDEX Fund position peaked at $460K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2017.

Based on WBI Investments's 13F filing for Q2 2017, filed 10 Aug 2017.