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Madrona Financial Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Madrona Financial 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
2020
Q1 		– Sell
-102,527
Closed -$3.44M – 48
2019
Q4 		$3.44M Buy
102,527
+812
+0.8% +$26.4K 2.5% 15
2019
Q3 		$3.24M Buy
101,715
+1,258
+1% +$39.8K 2.38% 16
2019
Q2 		$3.18M Buy
+100,457
New +$3.14M 2.95% 13

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Madrona Financial Services's FXO Position: Q1 2020 in Review

Madrona Financial Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2020, closing a stake of 102,527 shares — an estimated $3.44M sold.

Madrona Financial Services first reported a position in FXO in Q2 2019 and held it in 3 quarters. The position peaked at $3.44M in Q4 2019. 128 funds tracked by Wall St. Rank hold FXO as of Q1 2020.

  • Madrona Financial Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Madrona Financial Services sold 102,527 First Trust Financials AlphaDEX Fund shares in Q1 2020, an estimated $3.44M.
  • Madrona Financial Services first reported a position in First Trust Financials AlphaDEX Fund in Q2 2019 and held it in 3 quarters.
  • Madrona Financial Services's First Trust Financials AlphaDEX Fund position peaked at $3.44M in Q4 2019.
  • 128 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2020.

Based on Madrona Financial Services's 13F filing for Q1 2020, filed 30 Apr 2020.