Blackhawk Capital Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Blackhawk Capital 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
2018 Q3	–	Sell	-318	Closed	-$10K	–	154
2018 Q2	$10K	Hold	318	–	–	0.01%	252
2018 Q1	$10K	Hold	318	–	–	0.01%	270
2017 Q4	$10K	Buy	+318	New	+$9.75K	0.01%	229

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

Blackhawk Capital Partners's FXO Position: Q3 2018 in Review

Blackhawk Capital Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2018, closing a stake of 318 shares — an estimated $10K sold.

Blackhawk Capital Partners first reported a position in FXO in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q2 2018. 143 funds tracked by Wall St. Rank hold FXO as of Q3 2018.

Blackhawk Capital Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
Blackhawk Capital Partners sold 318 First Trust Financials AlphaDEX Fund shares in Q3 2018, an estimated $10K.
Blackhawk Capital Partners first reported a position in First Trust Financials AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
Blackhawk Capital Partners's First Trust Financials AlphaDEX Fund position peaked at $10K in Q2 2018.
143 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2018.

Based on Blackhawk Capital Partners's 13F filing for Q3 2018, filed 13 Nov 2018.