Ownership history in O'Dell Group, LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which O'Dell Group, LLC reported a position in FIRST TR EXCHANGE TRADED FD (FXO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π O'Dell Group, LLC underperformed the S&P 500 by β5.6% annually on this FXO position. Timing score: 67% (6/9 decisions correct). Average cost basis: $40.47. Maximum drawdown during holding period: β16.8%.
β Significantly underperformed the S&P 500 by 5.6% ann.
9 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 9 add/trim decisions correct
Best entry: $27.08 (2019 Q3) Β· Worst: $59.05 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 3 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π O'Dell Group, LLC has been actively increasing its FXO allocation β a bullish signal from insiders.
Currently 3.87% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size