Bellevue Asset Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-122
Closed -$8K 649
2020
Q3
$8K Sell
122
-280
-70% -$17.6K 0.01% 350
2020
Q2
$24K Hold
402
0.02% 242
2020
Q1
$24K Buy
402
+201
+100% +$12K 0.02% 243
2019
Q4
$13K Buy
+201
New +$12.6K 0.01% 292

Other funds holding FEX

Bellevue Asset Management's FEX Position: Q4 2020 in Review

Bellevue Asset Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2020, closing a stake of 122 shares — an estimated $8K sold.

Bellevue Asset Management first reported a position in FEX in Q4 2019 and held it in 4 quarters. The position peaked at $24K in Q2 2020. 145 funds tracked by Wall St. Rank hold FEX as of Q4 2020.

  • Bellevue Asset Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Bellevue Asset Management sold 122 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2020, an estimated $8K.
  • Bellevue Asset Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2019 and held it in 4 quarters.
  • Bellevue Asset Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $24K in Q2 2020.
  • 145 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2020.

Based on Bellevue Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.