First Command Bank’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

First Command Bank’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 Q2	–	Sell	-230	Closed	-$7.14K	–	409
2018 Q1	$7.14K	Hold	230	–	–	﹤0.01%	371
2017 Q4	$7K	Hold	230	–	–	﹤0.01%	364
2017 Q3	$7K	Buy	+230	New	+$6.68K	﹤0.01%	358

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

First Command Bank's FXO Position: Q2 2018 in Review

First Command Bank sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2018, closing a stake of 230 shares — an estimated $7.14K sold.

First Command Bank first reported a position in FXO in Q3 2017 and held it in 3 quarters. The position peaked at $7.14K in Q1 2018. 142 funds tracked by Wall St. Rank hold FXO as of Q2 2018.

First Command Bank reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
First Command Bank sold 230 First Trust Financials AlphaDEX Fund shares in Q2 2018, an estimated $7.14K.
First Command Bank first reported a position in First Trust Financials AlphaDEX Fund in Q3 2017 and held it in 3 quarters.
First Command Bank's First Trust Financials AlphaDEX Fund position peaked at $7.14K in Q1 2018.
142 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2018.

Based on First Command Bank's 13F filing for Q2 2018, filed 20 Jul 2018.