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Calton & Associates’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-714
Closed -$44K – 648
2017
Q4 		$44K Buy
+714
New +$40.6K 0.01% 717

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Calton & Associates's FEX Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2018, closing a stake of 714 shares — an estimated $44K sold.

Calton & Associates first reported a position in FEX in Q4 2017 and held it in 1 quarter. The position peaked at $44K in Q4 2017. 139 funds tracked by Wall St. Rank hold FEX as of Q1 2018.

  • Calton & Associates reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 714 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2018, an estimated $44K.
  • Calton & Associates first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust Large Cap Core AlphaDEX Fund position peaked at $44K in Q4 2017.
  • 139 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.