Madden Advisory Services’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Madden Advisory Services’s Portfolio FEX Stock Details FEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-265	Closed	-$13K	–	127
2017 Q1	$13K	Buy	+265	New	+$13.5K	0.01%	189
2015 Q4	–	Sell	-265	Closed	-$11K	–	144
2015 Q3	$11K	Hold	265	–	–	0.01%	214
2015 Q2	$12K	Buy	+265	New	+$12.4K	0.01%	212
2015 Q1	–	Sell	-265	Closed	-$12K	–	141
2014 Q4	$12K	Hold	265	–	–	0.01%	219
2014 Q3	$12K	Hold	265	–	–	0.01%	273
2014 Q2	$12K	Hold	265	–	–	0.01%	270
2014 Q1	$11K	Hold	265	–	–	0.01%	265
2013 Q4	$11K	Hold	265	–	–	0.01%	226
2013 Q3	$10K	Buy	+265	New	+$9.81K	0.01%	209

Other funds holding FEX

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

RJA

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

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

RJFSA

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

Madden Advisory Services's FEX Position: Q2 2017 in Review

Madden Advisory Services sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2017, closing a stake of 265 shares — an estimated $13K sold.

Madden Advisory Services first reported a position in FEX in Q3 2013 and held it in 9 quarters. The position peaked at $13K in Q1 2017. 129 funds tracked by Wall St. Rank hold FEX as of Q2 2017.

Madden Advisory Services reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 265 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2017, an estimated $13K.
Madden Advisory Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2013 and held it in 9 quarters.
Madden Advisory Services's First Trust Large Cap Core AlphaDEX Fund position peaked at $13K in Q1 2017.
129 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.