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WESPAC Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

WESPAC Advisors’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
2015
Q3 		– Sell
-127,860
Closed -$3.03M – 82
2015
Q2 		$3.03M Buy
+127,860
New +$3.06M 2.28% 7

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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

WESPAC Advisors's FXO Position: Q3 2015 in Review

WESPAC Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2015, closing a stake of 127,860 shares — an estimated $3.03M sold.

WESPAC Advisors first reported a position in FXO in Q2 2015 and held it in 1 quarter. The position peaked at $3.03M in Q2 2015. 88 funds tracked by Wall St. Rank hold FXO as of Q3 2015.

  • WESPAC Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • WESPAC Advisors sold 127,860 First Trust Financials AlphaDEX Fund shares in Q3 2015, an estimated $3.03M.
  • WESPAC Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2015 and held it in 1 quarter.
  • WESPAC Advisors's First Trust Financials AlphaDEX Fund position peaked at $3.03M in Q2 2015.
  • 88 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2015.

Based on WESPAC Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.