Northwest Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Northwest Wealth Management’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 Q2	–	Sell	-223	Closed	-$7K	–	251
2019 Q1	$7K	Hold	223	–	–	0.01%	371
2018 Q4	$6K	Hold	223	–	–	0.01%	372
2018 Q3	$7K	Hold	223	–	–	0.01%	386
2018 Q2	$7K	Hold	223	–	–	0.01%	372
2018 Q1	$7K	Buy	+223	New	+$7.05K	0.01%	381

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

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwest Wealth Management's FXO Position: Q2 2019 in Review

Northwest Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2019, closing a stake of 223 shares — an estimated $7K sold.

Northwest Wealth Management first reported a position in FXO in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q1 2019. 145 funds tracked by Wall St. Rank hold FXO as of Q2 2019.

Northwest Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 223 First Trust Financials AlphaDEX Fund shares in Q2 2019, an estimated $7K.
Northwest Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $7K in Q1 2019.
145 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.