WealthShield Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

WealthShield Partners’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	-3,328	Closed	-$101K	–	247
2019 Q1	$101K	Buy	+3,328	New	+$99.6K	0.06%	174
2018 Q3	–	Sell	-165	Closed	-$5K	–	262
2018 Q2	$5K	Sell	165 -160	-49%	-$5.04K	﹤0.01%	217
2018 Q1	$10K	Sell	325 -12,045	-97%	-$381K	0.01%	193
2017 Q4	$386K	Buy	+12,370	New	+$379K	0.24%	79

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

WealthShield Partners's FXO Position: Q2 2019 in Review

WealthShield Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2019, closing a stake of 3,328 shares — an estimated $101K sold.

WealthShield Partners first reported a position in FXO in Q4 2017 and held it in 4 quarters. The position peaked at $386K in Q4 2017. 145 funds tracked by Wall St. Rank hold FXO as of Q2 2019.

WealthShield Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
WealthShield Partners sold 3,328 First Trust Financials AlphaDEX Fund shares in Q2 2019, an estimated $101K.
WealthShield Partners first reported a position in First Trust Financials AlphaDEX Fund in Q4 2017 and held it in 4 quarters.
WealthShield Partners's First Trust Financials AlphaDEX Fund position peaked at $386K in Q4 2017.
145 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2019.

Based on WealthShield Partners's 13F filing for Q2 2019, filed 12 Aug 2019.