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Buck Wealth Strategies’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Buck Wealth Strategies’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
Q2 		– Sell
-4,833
Closed -$480K – 86
2024
Q1 		$480K Buy
+4,833
New +$451K 0.16% 59

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Buck Wealth Strategies's FEX Position: Q2 2024 in Review

Buck Wealth Strategies sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2024, closing a stake of 4,833 shares — an estimated $480K sold.

Buck Wealth Strategies first reported a position in FEX in Q1 2024 and held it in 1 quarter. The position peaked at $480K in Q1 2024. 199 funds tracked by Wall St. Rank hold FEX as of Q2 2024.

  • Buck Wealth Strategies reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Buck Wealth Strategies sold 4,833 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2024, an estimated $480K.
  • Buck Wealth Strategies first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2024 and held it in 1 quarter.
  • Buck Wealth Strategies's First Trust Large Cap Core AlphaDEX Fund position peaked at $480K in Q1 2024.
  • 199 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2024.

Based on Buck Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.