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

WealthPLAN 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
2023 Q3	–	Sell	-59	Closed	-$2.22K	–	607
2023 Q2	$2.22K	Hold	59	–	–	﹤0.01%	1064
2023 Q1	$2.2K	Buy	+59	New	+$2.49K	﹤0.01%	1117
2017 Q2	–	Sell	-3,110	Closed	-$84.9K	–	267
2017 Q1	$84.9K	Buy	+3,110	New	+$86.4K	0.29%	64
2016 Q3	$75.3K	Sell	3,110 -6,095	-66%	-$147K	0.02%	270
2016 Q2	$72K	Buy	+9,205	New	+$213K	0.01%	749
2015 Q4	$19.2K	Buy	+2,475	New	+$58.3K	﹤0.01%	938
2015 Q2	$35K	Sell	1,473 -2,029	-58%	-$48.6K	0.02%	212
2015 Q1	$84K	Buy	+3,502	New	+$81.3K	0.04%	189

Other funds holding FXO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's FXO Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2023, closing a stake of 59 shares — an estimated $2.22K sold.

WealthPLAN Partners first reported a position in FXO in Q1 2015 and held it in 8 quarters. The position peaked at $84.9K in Q1 2017. 178 funds tracked by Wall St. Rank hold FXO as of Q3 2023.

WealthPLAN Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 59 First Trust Financials AlphaDEX Fund shares in Q3 2023, an estimated $2.22K.
WealthPLAN Partners first reported a position in First Trust Financials AlphaDEX Fund in Q1 2015 and held it in 8 quarters.
WealthPLAN Partners's First Trust Financials AlphaDEX Fund position peaked at $84.9K in Q1 2017.
178 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.