Comprehensive Financial Consultants Institutional’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-170	Closed	-$14K	–	254
2021 Q4	$14K	Buy	+170	New	+$15.3K	0.01%	316

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

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

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

Comprehensive Financial Consultants Institutional's FEX Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2022, closing a stake of 170 shares — an estimated $14K sold.

Comprehensive Financial Consultants Institutional first reported a position in FEX in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 178 funds tracked by Wall St. Rank hold FEX as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 170 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2022, an estimated $14K.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's First Trust Large Cap Core AlphaDEX Fund position peaked at $14K in Q4 2021.
178 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.