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WealthShield’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

WealthShield’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
Q4 		$386K Buy
+12,370
New +$379K 0.24% 79

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
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
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WealthShield's FXO Position: Q4 2017 in Review

WealthShield opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q4 2017: 12,370 shares worth $386K. The stake represents 0.24% of the portfolio and ranks #79 among its holdings.

132 funds tracked by Wall St. Rank hold FXO as of Q4 2017.

  • WealthShield held 12,370 shares of First Trust Financials AlphaDEX Fund worth $386K as of Q4 2017.
  • First Trust Financials AlphaDEX Fund was a new WealthShield position in Q4 2017.
  • First Trust Financials AlphaDEX Fund made up 0.24% of WealthShield's portfolio in Q4 2017, its #79 holding.
  • 132 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.