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First Personal Financial Services’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

First Personal Financial Services’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
-537
Closed -$23K – 336
2015
Q4 		$23K Buy
+537
New +$23.6K 0.01% 235

Other funds holding FEX

Wells Fargo
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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

First Personal Financial Services's FEX Position: Q1 2016 in Review

First Personal Financial Services sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2016, closing a stake of 537 shares — an estimated $23K sold.

First Personal Financial Services first reported a position in FEX in Q4 2015 and held it in 1 quarter. The position peaked at $23K in Q4 2015. 101 funds tracked by Wall St. Rank hold FEX as of Q1 2016.

  • First Personal Financial Services reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • First Personal Financial Services sold 537 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2016, an estimated $23K.
  • First Personal Financial Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • First Personal Financial Services's First Trust Large Cap Core AlphaDEX Fund position peaked at $23K in Q4 2015.
  • 101 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2016.

Based on First Personal Financial Services's 13F filing for Q1 2016, filed 11 May 2016.