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Wilbanks Smith & Thomas Asset Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q4 		– Sell
-8,134
Closed -$259K – 433
2019
Q3 		$259K Sell
8,134
-926
-10% -$29.3K 0.02% 344
2019
Q2 		$287K Buy
+9,060
New +$283K 0.02% 318

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FXO Position: Q4 2019 in Review

Wilbanks Smith & Thomas Asset Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2019, closing a stake of 8,134 shares — an estimated $259K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FXO in Q2 2019 and held it in 2 quarters. The position peaked at $287K in Q2 2019. 175 funds tracked by Wall St. Rank hold FXO as of Q4 2019.

  • Wilbanks Smith & Thomas Asset Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 8,134 First Trust Financials AlphaDEX Fund shares in Q4 2019, an estimated $259K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in First Trust Financials AlphaDEX Fund in Q2 2019 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's First Trust Financials AlphaDEX Fund position peaked at $287K in Q2 2019.
  • 175 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2019.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.