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WhitTier Trust Company’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

WhitTier Trust Company’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
-224
Closed -$6K – 1022
2018
Q4 		$6K Buy
+224
New +$6.61K ﹤0.01% 900

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RJFSA
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RJA
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CS
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HCIA
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WhitTier Trust Company's FXO Position: Q1 2019 in Review

WhitTier Trust Company sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2019, closing a stake of 224 shares — an estimated $6K sold.

WhitTier Trust Company first reported a position in FXO in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 144 funds tracked by Wall St. Rank hold FXO as of Q1 2019.

  • WhitTier Trust Company reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • WhitTier Trust Company sold 224 First Trust Financials AlphaDEX Fund shares in Q1 2019, an estimated $6K.
  • WhitTier Trust Company first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • WhitTier Trust Company's First Trust Financials AlphaDEX Fund position peaked at $6K in Q4 2018.
  • 144 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2019.

Based on WhitTier Trust Company's 13F filing for Q1 2019, filed 29 Apr 2019.