Independent Portfolio Consultants’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$12K	Buy	+410	New	+$11.4K	0.01%	683

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

RJFSA

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

RJA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Independent Portfolio Consultants's FXO Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q2 2017: 410 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #683 among its holdings.

112 funds tracked by Wall St. Rank hold FXO as of Q2 2017.

Independent Portfolio Consultants held 410 shares of First Trust Financials AlphaDEX Fund worth $12K as of Q2 2017.
First Trust Financials AlphaDEX Fund was a new Independent Portfolio Consultants position in Q2 2017.
First Trust Financials AlphaDEX Fund made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #683 holding.
112 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.