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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 – 268
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $75B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return