Ausdal Financial Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Ausdal Financial Partners’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
2016 Q4	–	Sell	-8,416	Closed	-$205K	–	263
2016 Q3	$205K	Buy	+8,416	New	+$203K	0.1%	226
2016 Q1	–	Sell	-12,003	Closed	-$278K	–	526
2015 Q4	$278K	Buy	+12,003	New	+$283K	0.14%	165

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ausdal Financial Partners's FXO Position: Q4 2016 in Review

Ausdal Financial Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2016, closing a stake of 8,416 shares — an estimated $205K sold.

Ausdal Financial Partners first reported a position in FXO in Q4 2015 and held it in 2 quarters. The position peaked at $278K in Q4 2015. 104 funds tracked by Wall St. Rank hold FXO as of Q4 2016.

Ausdal Financial Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
Ausdal Financial Partners sold 8,416 First Trust Financials AlphaDEX Fund shares in Q4 2016, an estimated $205K.
Ausdal Financial Partners first reported a position in First Trust Financials AlphaDEX Fund in Q4 2015 and held it in 2 quarters.
Ausdal Financial Partners's First Trust Financials AlphaDEX Fund position peaked at $278K in Q4 2015.
104 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2016.

Based on Ausdal Financial Partners's 13F filing for Q4 2016, filed 23 Jan 2017.