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XR Securities’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

XR Securities’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
2020
Q3 		– Sell
-15,135
Closed -$386K – 316
2020
Q2 		$386K Buy
+15,135
New +$363K 0.04% 82

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

XR Securities's FXO Position: Q3 2020 in Review

XR Securities sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2020, closing a stake of 15,135 shares — an estimated $386K sold.

XR Securities first reported a position in FXO in Q2 2020 and held it in 1 quarter. The position peaked at $386K in Q2 2020. 110 funds tracked by Wall St. Rank hold FXO as of Q3 2020.

  • XR Securities reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • XR Securities sold 15,135 First Trust Financials AlphaDEX Fund shares in Q3 2020, an estimated $386K.
  • XR Securities first reported a position in First Trust Financials AlphaDEX Fund in Q2 2020 and held it in 1 quarter.
  • XR Securities's First Trust Financials AlphaDEX Fund position peaked at $386K in Q2 2020.
  • 110 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2020.

Based on XR Securities's 13F filing for Q3 2020, filed 28 Oct 2020.