MBM Wealth Consultants’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

MBM Wealth Consultants’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
2019 Q1	–	Sell	-2,886	Closed	-$78K	–	227
2018 Q4	$78K	Buy	+2,886	New	+$85.2K	0.08%	109

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

MBM Wealth Consultants's FXO Position: Q1 2019 in Review

MBM Wealth Consultants sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2019, closing a stake of 2,886 shares — an estimated $78K sold.

MBM Wealth Consultants first reported a position in FXO in Q4 2018 and held it in 1 quarter. The position peaked at $78K in Q4 2018. 144 funds tracked by Wall St. Rank hold FXO as of Q1 2019.

MBM Wealth Consultants reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
MBM Wealth Consultants sold 2,886 First Trust Financials AlphaDEX Fund shares in Q1 2019, an estimated $78K.
MBM Wealth Consultants first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
MBM Wealth Consultants's First Trust Financials AlphaDEX Fund position peaked at $78K in Q4 2018.
144 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2019.

Based on MBM Wealth Consultants's 13F filing for Q1 2019, filed 25 Apr 2019.