Coppell Advisory Solutions Corp’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Coppell Advisory Solutions Corp’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
2024 Q1	$7.09M	Buy	+71,399	New	+$6.67M	1.34%	10
2023 Q1	$3.02M	Buy	38,027 +5,596	+17%	+$459K	0.99%	19
2022 Q4	$2.6M	Buy	+32,431	New	+$2.59M	0.88%	25

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Coppell Advisory Solutions Corp's FEX Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2024: 71,399 shares worth $7.09M. The stake represents 1.34% of the portfolio and ranks #10 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FEX as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FEX in Q4 2022 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold FEX as of Q1 2024.

Coppell Advisory Solutions Corp held 71,399 shares of First Trust Large Cap Core AlphaDEX Fund worth $7.09M as of Q1 2024.
First Trust Large Cap Core AlphaDEX Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
First Trust Large Cap Core AlphaDEX Fund made up 1.34% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #10 holding.
Coppell Advisory Solutions Corp first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2022 and has held it in 3 quarters since.
198 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.