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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-220,675
Closed -$3K 325
2022
Q1
$3K Buy
+220,675
New +$19.2M 0.01% 242

Other funds holding FEX

CFS Investment Advisory Services's FEX Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2022, closing a stake of 220,675 shares — an estimated $3K sold.

CFS Investment Advisory Services first reported a position in FEX in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 169 funds tracked by Wall St. Rank hold FEX as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 220,675 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2022, an estimated $3K.
  • CFS Investment Advisory Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's First Trust Large Cap Core AlphaDEX Fund position peaked at $3K in Q1 2022.
  • 169 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.