Empirical Wealth Management’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
Q2
Sell
-2,270
Closed -$200K 489
2022
Q1
$200K Hold
2,270
0.01% 479
2021
Q4
$210K Buy
+2,270
New +$205K 0.01% 492

Other funds holding FEX

Empirical Wealth Management's FEX Position: Q2 2022 in Review

Empirical Wealth Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2022, closing a stake of 2,270 shares — an estimated $200K sold.

Empirical Wealth Management first reported a position in FEX in Q4 2021 and held it in 2 quarters. The position peaked at $210K in Q4 2021. 169 funds tracked by Wall St. Rank hold FEX as of Q2 2022.

  • Empirical Wealth Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 2,270 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2022, an estimated $200K.
  • Empirical Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • Empirical Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $210K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2022.

Based on Empirical Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.