Capital Investment Advisory Services’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Capital Investment Advisory Services’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 Q1	–	Sell	-100	Closed	-$5K	–	1225
2018 Q4	$5K	Buy	+100	New	+$5.69K	﹤0.01%	927

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

RJFSA

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

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Capital Investment Advisory Services's FEX Position: Q1 2019 in Review

Capital Investment Advisory Services sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2019, closing a stake of 100 shares — an estimated $5K sold.

Capital Investment Advisory Services first reported a position in FEX in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 145 funds tracked by Wall St. Rank hold FEX as of Q1 2019.

Capital Investment Advisory Services reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 100 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2019, an estimated $5K.
Capital Investment Advisory Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
Capital Investment Advisory Services's First Trust Large Cap Core AlphaDEX Fund position peaked at $5K in Q4 2018.
145 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2019.

Based on Capital Investment Advisory Services's 13F filing for Q1 2019, filed 23 Apr 2019.