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Cary Street Partners Investment Advisory’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-141
Closed -$11.4K – 1010
2023
Q3 		$11.4K Buy
+141
New +$11.9K ﹤0.01% 1263

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 $445B AUM 25.58% 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 $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cary Street Partners Investment Advisory's FEX Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2023, closing a stake of 141 shares — an estimated $11.4K sold.

Cary Street Partners Investment Advisory first reported a position in FEX in Q3 2023 and held it in 1 quarter. The position peaked at $11.4K in Q3 2023. 187 funds tracked by Wall St. Rank hold FEX as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 141 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2023, an estimated $11.4K.
  • Cary Street Partners Investment Advisory first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's First Trust Large Cap Core AlphaDEX Fund position peaked at $11.4K in Q3 2023.
  • 187 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.