Atlas Capital Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Atlas Capital 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
2019 Q4	–	Sell	-541	Closed	-$33K	–	644
2019 Q3	$33K	Hold	541	–	–	0.01%	496
2019 Q2	$33.2K	Buy	+541	New	+$32.5K	0.01%	511

Other funds holding FEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RJA

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

RJFSA

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

Atlas Capital Advisors's FEX Position: Q4 2019 in Review

Atlas Capital Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2019, closing a stake of 541 shares — an estimated $33K sold.

Atlas Capital Advisors first reported a position in FEX in Q2 2019 and held it in 2 quarters. The position peaked at $33.2K in Q2 2019. 157 funds tracked by Wall St. Rank hold FEX as of Q4 2019.

Atlas Capital Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Atlas Capital Advisors sold 541 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2019, an estimated $33K.
Atlas Capital Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2019 and held it in 2 quarters.
Atlas Capital Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $33.2K in Q2 2019.
157 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2019.

Based on Atlas Capital Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.