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

WFG 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
2017
Q2 		$580K Buy
20,299
+2,409
+13% +$67.1K 0.13% 183
2017
Q1 		$496K Sell
17,890
-3,371
-16% -$93.7K 0.13% 171
2016
Q4 		$575K Buy
21,261
+18,706
+732% +$477K 0.14% 189
2016
Q3 		$62K Hold
2,555
– – 0.02% 650
2016
Q2 		$59K Buy
2,555
+1
+0% +$23 0.02% 645
2016
Q1 		$58K Sell
2,554
-190
-7% -$4.08K 0.02% 622
2015
Q4 		$64K Buy
2,744
+239
+10% +$5.63K 0.02% 592
2015
Q3 		$56K Buy
2,505
+2
+0.1% +$47 0.02% 611
2015
Q2 		$59K Buy
2,503
+137
+6% +$3.28K 0.02% 676
2015
Q1 		$56K Sell
2,366
-5,689
-71% -$132K 0.02% 695
2014
Q4 		$187K Sell
8,055
-12,088
-60% -$273K 0.04% 448
2014
Q3 		$440K Buy
20,143
+99
+0.5% +$2.2K 0.08% 279
2014
Q2 		$446K Buy
20,044
+8,698
+77% +$189K 0.08% 277
2014
Q1 		$248K Buy
11,346
+4,525
+66% +$96.8K 0.05% 388
2013
Q4 		$148K Buy
6,821
+6,421
+1,605% +$134K 0.02% 604
2013
Q3 		$8K Hold
400
– – ﹤0.01% 1597
2013
Q2 		$8K Buy
+400
New +$7.4K ﹤0.01% 1529

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

WFG Advisors's FXO Position: Q2 2017 in Review

WFG Advisors increased its First Trust Financials AlphaDEX Fund (FXO) stake by 13% in Q2 2017, buying an estimated $67.1K and bringing the position to 20,299 shares worth $580K. The position accounts for 0.13% of the portfolio, ranked #183.

WFG Advisors first reported a position in FXO in Q2 2013 and has held it in 17 quarters since. 112 funds tracked by Wall St. Rank hold FXO as of Q2 2017.

  • WFG Advisors held 20,299 shares of First Trust Financials AlphaDEX Fund worth $580K as of Q2 2017.
  • WFG Advisors bought 2,409 First Trust Financials AlphaDEX Fund shares in Q2 2017, an estimated $67.1K.
  • First Trust Financials AlphaDEX Fund made up 0.13% of WFG Advisors's portfolio in Q2 2017, its #183 holding.
  • WFG Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2013 and has held it in 17 quarters since.
  • 112 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.