Brown Miller Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Brown Miller Wealth 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
2024 Q3	–	Sell	-3,283	Closed	-$318K	–	129
2024 Q2	$318K	Buy	+3,283	New	+$317K	0.13%	97

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

Brown Miller Wealth Management's FEX Position: Q3 2024 in Review

Brown Miller Wealth Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2024, closing a stake of 3,283 shares — an estimated $318K sold.

Brown Miller Wealth Management first reported a position in FEX in Q2 2024 and held it in 1 quarter. The position peaked at $318K in Q2 2024. 203 funds tracked by Wall St. Rank hold FEX as of Q3 2024.

Brown Miller Wealth Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Brown Miller Wealth Management sold 3,283 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2024, an estimated $318K.
Brown Miller Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
Brown Miller Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $318K in Q2 2024.
203 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2024.

Based on Brown Miller Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.