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Well Done LLC’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Well Done LLC’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
2019
Q1 		– Sell
-5,481
Closed -$148K – 336
2018
Q4 		$148K Buy
+5,481
New +$162K 0.04% 162
2018
Q2 		– Sell
-5,191
Closed -$161K – 269
2018
Q1 		$161K Sell
5,191
-2,495
-32% -$78.9K 0.05% 120
2017
Q4 		$241K Buy
+7,686
New +$236K 0.08% 103

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

Well Done LLC's FXO Position: Q1 2019 in Review

Well Done LLC sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2019, closing a stake of 5,481 shares — an estimated $148K sold.

Well Done LLC first reported a position in FXO in Q4 2017 and held it in 3 quarters. The position peaked at $241K in Q4 2017. 144 funds tracked by Wall St. Rank hold FXO as of Q1 2019.

  • Well Done LLC reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 5,481 First Trust Financials AlphaDEX Fund shares in Q1 2019, an estimated $148K.
  • Well Done LLC first reported a position in First Trust Financials AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
  • Well Done LLC's First Trust Financials AlphaDEX Fund position peaked at $241K in Q4 2017.
  • 144 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.