Cornerstone Wealth Management LLC Has $1.65 Million Stake in 1st Tr EXCHANGE/FINL ALPHADEX FDANN (FXO)

Cornerstone Wealth Management LLC lessened its position in 1st Tr EXCHANGE/FINL ALPHADEX FDANN (NYSEARCA:FXO) by 36.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 49,395 shares of the company’s stock after selling 27,798 shares during the period. Cornerstone Wealth Management LLC owned about 0.14% of 1st Tr EXCHANGE/FINL ALPHADEX FDANN worth $1,649,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Breiter Capital Management Inc. raised its position in shares of 1st Tr EXCHANGE/FINL ALPHADEX FDANN by 17.9% in the third quarter. Breiter Capital Management Inc. now owns 33,489 shares of the company’s stock valued at $1,071,000 after buying an additional 5,092 shares during the last quarter. ACG Wealth raised its position in shares of 1st Tr EXCHANGE/FINL ALPHADEX FDANN by 215.1% in the third quarter. ACG Wealth now owns 64,362 shares of the company’s stock valued at $2,058,000 after buying an additional 43,934 shares during the last quarter. Juncture Wealth Strategies LLC raised its position in shares of 1st Tr EXCHANGE/FINL ALPHADEX FDANN by 668.6% in the third quarter. Juncture Wealth Strategies LLC now owns 65,778 shares of the company’s stock valued at $2,104,000 after buying an additional 57,220 shares during the last quarter. Centaurus Financial Inc. acquired a new position in shares of 1st Tr EXCHANGE/FINL ALPHADEX FDANN in the second quarter valued at approximately $198,000. Finally, Ruggie Capital Group acquired a new position in shares of 1st Tr EXCHANGE/FINL ALPHADEX FDANN in the second quarter valued at approximately $747,000.

NYSEARCA:FXO opened at $29.09 on Tuesday. 1st Tr EXCHANGE/FINL ALPHADEX FDANN has a 1-year low of $28.74 and a 1-year high of $32.97.



About 1st Tr EXCHANGE/FINL ALPHADEX FDANN

First Trust Financials AlphaDEX Fund (the Fund) is an exchange-traded fund. It seeks investment results that correspond generally to the price and yield of an equity index called the StrataQuant Financials Index (the Index). The StrataQuant Financials Index is an enhanced index created and administered by the AMEX, which employs the AlphaDEX stock selection methodology to select stocks from the Russell 1000 Index.

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Institutional Ownership by Quarter for 1st Tr EXCHANGE/FINL ALPHADEX FDANN (NYSEARCA:FXO)

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