Madden Advisory Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Madden Advisory Services’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	–	Sell	-1,111	Closed	-$30K	–	133
2017 Q1	$30K	Buy	+1,111	New	+$30.9K	0.02%	141
2015 Q4	–	Sell	-1,111	Closed	-$24K	–	150
2015 Q3	$24K	Hold	1,111	–	–	0.02%	161
2015 Q2	$26K	Buy	+1,111	New	+$26.6K	0.02%	162
2015 Q1	–	Sell	-1,111	Closed	-$26K	–	147
2014 Q4	$26K	Hold	1,111	–	–	0.01%	172
2014 Q3	$24K	Hold	1,111	–	–	0.01%	212
2014 Q2	$25K	Buy	+1,111	New	+$24.2K	0.01%	215

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

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

Madden Advisory Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2017, closing a stake of 1,111 shares — an estimated $30K sold.

Madden Advisory Services first reported a position in FXO in Q2 2014 and held it in 6 quarters. The position peaked at $30K in Q1 2017. 112 funds tracked by Wall St. Rank hold FXO as of Q2 2017.

Madden Advisory Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 1,111 First Trust Financials AlphaDEX Fund shares in Q2 2017, an estimated $30K.
Madden Advisory Services first reported a position in First Trust Financials AlphaDEX Fund in Q2 2014 and held it in 6 quarters.
Madden Advisory Services's First Trust Financials AlphaDEX Fund position peaked at $30K in Q1 2017.
112 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2017.

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