Cornerstone Advisory’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-507
Closed -$47K 397
2021
Q4
$47K Buy
+507
New +$45.7K 0.01% 424

Other funds holding FEX

Cornerstone Advisory's FEX Position: Q1 2022 in Review

Cornerstone Advisory sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2022, closing a stake of 507 shares — an estimated $47K sold.

Cornerstone Advisory first reported a position in FEX in Q4 2021 and held it in 1 quarter. The position peaked at $47K in Q4 2021. 178 funds tracked by Wall St. Rank hold FEX as of Q1 2022.

  • Cornerstone Advisory reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 507 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2022, an estimated $47K.
  • Cornerstone Advisory first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's First Trust Large Cap Core AlphaDEX Fund position peaked at $47K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.