FHC
FMK

First Heartland Consultants’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

First Heartland Consultants’s Portfolio FMK Stock Details FMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-6,260
Closed -$137K – 389
2013
Q2 		$137K Buy
+6,260
New +$136K 0.08% 218

Other funds holding FMK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Heartland Consultants's FMK Position: Q3 2013 in Review

First Heartland Consultants sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q3 2013, closing a stake of 6,260 shares — an estimated $137K sold.

First Heartland Consultants first reported a position in FMK in Q2 2013 and held it in 1 quarter. The position peaked at $137K in Q2 2013. 9 funds tracked by Wall St. Rank hold FMK as of Q3 2013.

  • First Heartland Consultants reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 6,260 First Trust Mega Cap AlphaDEX Fund shares in Q3 2013, an estimated $137K.
  • First Heartland Consultants first reported a position in First Trust Mega Cap AlphaDEX Fund in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's First Trust Mega Cap AlphaDEX Fund position peaked at $137K in Q2 2013.
  • 9 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.