CCS
FEX icon

Crosspoint Capital Strategies’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-9,463
Closed -$432K – 349
2015
Q4 		$432K Buy
+9,463
New +$416K 0.11% 155

Other funds holding FEX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

Crosspoint Capital Strategies's FEX Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2016, closing a stake of 9,463 shares — an estimated $432K sold.

Crosspoint Capital Strategies first reported a position in FEX in Q4 2015 and held it in 1 quarter. The position peaked at $432K in Q4 2015. 101 funds tracked by Wall St. Rank hold FEX as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 9,463 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2016, an estimated $432K.
  • Crosspoint Capital Strategies first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's First Trust Large Cap Core AlphaDEX Fund position peaked at $432K in Q4 2015.
  • 101 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.