Commonwealth Equity Services’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

Commonwealth Equity Services’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	-7,786	Closed	-$289K	–	2858
2018 Q3	$289K	Buy	7,786 +1,008	+15%	+$36.4K	﹤0.01%	2203
2018 Q2	$235K	Buy	6,778 +10	+0.1%	+$343	﹤0.01%	2329
2018 Q1	$225K	Buy	+6,768	New	+$235K	﹤0.01%	2310
2017 Q3	–	Sell	-7,213	Closed	-$215K	–	2633
2017 Q2	$215K	Buy	+7,213	New	+$212K	﹤0.01%	2165

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

Commonwealth Equity Services's FMK Position: Q4 2018 in Review

Commonwealth Equity Services sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q4 2018, closing a stake of 7,786 shares — an estimated $289K sold.

Commonwealth Equity Services first reported a position in FMK in Q2 2017 and held it in 4 quarters. The position peaked at $289K in Q3 2018. 21 funds tracked by Wall St. Rank hold FMK as of Q4 2018.

Commonwealth Equity Services reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Commonwealth Equity Services sold 7,786 First Trust Mega Cap AlphaDEX Fund shares in Q4 2018, an estimated $289K.
Commonwealth Equity Services first reported a position in First Trust Mega Cap AlphaDEX Fund in Q2 2017 and held it in 4 quarters.
Commonwealth Equity Services's First Trust Mega Cap AlphaDEX Fund position peaked at $289K in Q3 2018.
21 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q4 2018.

Based on Commonwealth Equity Services's 13F filing for Q4 2018, filed 11 Feb 2019.