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

Clearstead 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
2023 Q1	–	Sell	-57	Closed	-$4.56K	–	1386
2022 Q4	$4.56K	Buy	+57	New	+$4.55K	﹤0.01%	996

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Clearstead Advisors's FEX Position: Q1 2023 in Review

Clearstead Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2023, closing a stake of 57 shares — an estimated $4.56K sold.

Clearstead Advisors first reported a position in FEX in Q4 2022 and held it in 1 quarter. The position peaked at $4.56K in Q4 2022. 178 funds tracked by Wall St. Rank hold FEX as of Q1 2023.

Clearstead Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Clearstead Advisors sold 57 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2023, an estimated $4.56K.
Clearstead Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
Clearstead Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $4.56K in Q4 2022.
178 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2023.

Based on Clearstead Advisors's 13F filing for Q1 2023, filed 9 May 2023.