Madden Advisory Services’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-470	Closed	-$7K	–	132
2017 Q1	$7K	Buy	+470	New	+$7.43K	﹤0.01%	223
2015 Q4	–	Sell	-470	Closed	-$6K	–	149
2015 Q3	$6K	Hold	470	–	–	﹤0.01%	243
2015 Q2	$9K	Buy	+470	New	+$10.3K	0.01%	229
2015 Q1	–	Sell	-3,225	Closed	-$67K	–	146
2014 Q4	$67K	Hold	3,225	–	–	0.04%	127
2014 Q3	$83K	Hold	3,225	–	–	0.04%	133
2014 Q2	$94K	Buy	3,225 +3,105	+2,588%	+$85.4K	0.05%	125
2014 Q1	$3K	Buy	+120	New	+$2.98K	﹤0.01%	330

Other funds holding FXN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

AIM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

Madden Advisory Services sold out of First Trust Energy AlphaDEX Fund (FXN) in Q2 2017, closing a stake of 470 shares — an estimated $7K sold.

Madden Advisory Services first reported a position in FXN in Q1 2014 and held it in 7 quarters. The position peaked at $94K in Q2 2014. 78 funds tracked by Wall St. Rank hold FXN as of Q2 2017.

Madden Advisory Services reported no remaining First Trust Energy AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 470 First Trust Energy AlphaDEX Fund shares in Q2 2017, an estimated $7K.
Madden Advisory Services first reported a position in First Trust Energy AlphaDEX Fund in Q1 2014 and held it in 7 quarters.
Madden Advisory Services's First Trust Energy AlphaDEX Fund position peaked at $94K in Q2 2014.
78 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q2 2017.

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