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FinTrust Capital Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

FinTrust Capital Advisors’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
2020
Q4 		– Sell
-94
Closed -$6 – 1097
2020
Q3 		$6 Buy
+94
New +$5.9K ﹤0.01% 928

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FinTrust Capital Advisors's FEX Position: Q4 2020 in Review

FinTrust Capital Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2020, closing a stake of 94 shares — an estimated $6 sold.

FinTrust Capital Advisors first reported a position in FEX in Q3 2020 and held it in 1 quarter. The position peaked at $6 in Q3 2020. 145 funds tracked by Wall St. Rank hold FEX as of Q4 2020.

  • FinTrust Capital Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • FinTrust Capital Advisors sold 94 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2020, an estimated $6.
  • FinTrust Capital Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • FinTrust Capital Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $6 in Q3 2020.
  • 145 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2020.

Based on FinTrust Capital Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.