Clear Perspective Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Clear Perspective Advisors’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 Q3	–	Sell	-46	Closed	-$3K	–	243
2018 Q2	$3K	Hold	46	–	–	﹤0.01%	443
2018 Q1	$3K	Buy	+46	New	+$2.76K	﹤0.01%	437

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

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

RJFSA

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Clear Perspective Advisors's FEX Position: Q3 2018 in Review

Clear Perspective Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2018, closing a stake of 46 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in FEX in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 136 funds tracked by Wall St. Rank hold FEX as of Q3 2018.

Clear Perspective Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 46 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2018, an estimated $3K.
Clear Perspective Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2018 and held it in 2 quarters.
Clear Perspective Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $3K in Q2 2018.
136 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.