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

Csenge Advisory Group’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
2018 Q4	–	Sell	-250	Closed	-$14K	–	625
2018 Q3	$14K	Buy	+250	New	+$15.4K	0.01%	437

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

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Csenge Advisory Group's FEX Position: Q4 2018 in Review

Csenge Advisory Group sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2018, closing a stake of 250 shares — an estimated $14K sold.

Csenge Advisory Group first reported a position in FEX in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 141 funds tracked by Wall St. Rank hold FEX as of Q4 2018.

Csenge Advisory Group reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Csenge Advisory Group sold 250 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2018, an estimated $14K.
Csenge Advisory Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
Csenge Advisory Group's First Trust Large Cap Core AlphaDEX Fund position peaked at $14K in Q3 2018.
141 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.