Clearwater Capital Advisors’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

Clearwater Capital Advisors’s Portfolio FMK Stock Details FMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,146	Closed	-$229K	–	198
2018 Q3	$229K	Hold	6,146	–	–	0.04%	179
2018 Q2	$213K	Hold	6,146	–	–	0.04%	176
2018 Q1	$204K	Sell	6,146 -507	-8%	-$17.6K	0.04%	179
2017 Q4	$223K	Hold	6,653	–	–	0.05%	169
2017 Q3	$216K	Sell	6,653 -909	-12%	-$28.1K	0.05%	165
2017 Q2	$227K	Hold	7,562	–	–	0.06%	150
2017 Q1	$218K	Sell	7,562 -14,390	-66%	-$419K	0.06%	154
2016 Q4	$619K	Sell	21,952 -530	-2%	-$14.6K	0.21%	92
2016 Q3	$610K	Sell	22,482 -2,048	-8%	-$55.3K	0.21%	88
2016 Q2	$639K	Buy	+24,530	New	+$644K	0.24%	86

Other funds holding FMK

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

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

Clearwater Capital Advisors's FMK Position: Q4 2018 in Review

Clearwater Capital Advisors sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q4 2018, closing a stake of 6,146 shares — an estimated $229K sold.

Clearwater Capital Advisors first reported a position in FMK in Q2 2016 and held it in 10 quarters. The position peaked at $639K in Q2 2016. 21 funds tracked by Wall St. Rank hold FMK as of Q4 2018.

Clearwater Capital Advisors reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 6,146 First Trust Mega Cap AlphaDEX Fund shares in Q4 2018, an estimated $229K.
Clearwater Capital Advisors first reported a position in First Trust Mega Cap AlphaDEX Fund in Q2 2016 and held it in 10 quarters.
Clearwater Capital Advisors's First Trust Mega Cap AlphaDEX Fund position peaked at $639K in Q2 2016.
21 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q4 2018.

Based on Clearwater Capital Advisors's 13F filing for Q4 2018, filed 22 Jan 2019.