Advisors Preferred’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Advisors Preferred’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
2018 Q3	–	Sell	-12,007	Closed	-$376K	–	200
2018 Q2	$376K	Buy	+12,007	New	+$379K	0.17%	55
2017 Q4	–	Sell	-10,649	Closed	-$316K	–	221
2017 Q3	$316K	Buy	+10,649	New	+$309K	0.18%	62
2015 Q2	–	Sell	-3,669	Closed	-$86.7K	–	231
2015 Q1	$86.7K	Buy	+3,669	New	+$85.2K	0.05%	108
2014 Q2	–	Sell	-12,098	Closed	-$264K	–	354
2014 Q1	$264K	Buy	12,098 +6,931	+134%	+$148K	0.12%	127
2013 Q4	$112K	Buy	+5,167	New	+$108K	0.06%	127

Other funds holding FXO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Advisors Preferred's FXO Position: Q3 2018 in Review

Advisors Preferred sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2018, closing a stake of 12,007 shares — an estimated $376K sold.

Advisors Preferred first reported a position in FXO in Q4 2013 and held it in 5 quarters. The position peaked at $376K in Q2 2018. 143 funds tracked by Wall St. Rank hold FXO as of Q3 2018.

Advisors Preferred reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
Advisors Preferred sold 12,007 First Trust Financials AlphaDEX Fund shares in Q3 2018, an estimated $376K.
Advisors Preferred first reported a position in First Trust Financials AlphaDEX Fund in Q4 2013 and held it in 5 quarters.
Advisors Preferred's First Trust Financials AlphaDEX Fund position peaked at $376K in Q2 2018.
143 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2018.

Based on Advisors Preferred's 13F filing for Q3 2018, filed 25 Oct 2018.