MAS
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return