AIM
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AHL Investment Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

AHL Investment Management’s Portfolio FEX Stock Details FEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-250
Closed -$23K – 133
2021
Q4 		$23K Buy
+250
New +$22.6K 0.02% 149

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AHL Investment Management's FEX Position: Q1 2022 in Review

AHL Investment Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2022, closing a stake of 250 shares — an estimated $23K sold.

AHL Investment Management first reported a position in FEX in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 178 funds tracked by Wall St. Rank hold FEX as of Q1 2022.

  • AHL Investment Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • AHL Investment Management sold 250 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2022, an estimated $23K.
  • AHL Investment Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • AHL Investment Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $23K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2022.

Based on AHL Investment Management's 13F filing for Q1 2022, filed 28 Apr 2022.