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Wealthspire Advisors (Maryland)’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q2 		– Sell
-205
Closed -$5K – 1735
2016
Q1 		$5K Hold
205
– – ﹤0.01% 1338
2015
Q4 		$5K Buy
+205
New +$4.83K ﹤0.01% 1348

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FXO Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2016, closing a stake of 205 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in FXO in Q4 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2016. 92 funds tracked by Wall St. Rank hold FXO as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 205 First Trust Financials AlphaDEX Fund shares in Q2 2016, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in First Trust Financials AlphaDEX Fund in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s First Trust Financials AlphaDEX Fund position peaked at $5K in Q1 2016.
  • 92 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.