Ancora Family Wealth Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Ancora Family Wealth Advisors’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
2016 Q3	$1.85M	Buy	39,561 +1,909	+5%	+$88.9K	0.63%	49
2016 Q2	$1.7M	Buy	37,652 +118	+0.3%	+$5.26K	0.64%	47
2016 Q1	$1.67M	Buy	37,534 +2,393	+7%	+$99.6K	0.68%	48
2015 Q4	$1.52M	Sell	35,141 -903	-3%	-$39.7K	0.65%	51
2015 Q3	$1.51M	Buy	+36,044	New	+$1.6M	0.63%	50

Other funds holding FEX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AGA

Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

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

Ancora Family Wealth Advisors's FEX Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 5.1% in Q3 2016, buying an estimated $88.9K and bringing the position to 39,561 shares worth $1.85M. The position accounts for 0.63% of the portfolio, ranked #49.

Ancora Family Wealth Advisors first reported a position in FEX in Q3 2015 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold FEX as of Q3 2016.

Ancora Family Wealth Advisors held 39,561 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.85M as of Q3 2016.
Ancora Family Wealth Advisors bought 1,909 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2016, an estimated $88.9K.
First Trust Large Cap Core AlphaDEX Fund made up 0.63% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #49 holding.
Ancora Family Wealth Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2015 and has held it in 5 quarters since.
107 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.