FolioMetrix’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

FolioMetrix’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
2015 Q2	$129K	Buy	+2,784	New	+$131K	0.05%	194

Other funds holding FEX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGA

Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

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

AIA

Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

FolioMetrix's FEX Position: Q2 2015 in Review

FolioMetrix opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2015: 2,784 shares worth $129K. The stake represents 0.05% of the portfolio and ranks #194 among its holdings.

95 funds tracked by Wall St. Rank hold FEX as of Q2 2015.

FolioMetrix held 2,784 shares of First Trust Large Cap Core AlphaDEX Fund worth $129K as of Q2 2015.
First Trust Large Cap Core AlphaDEX Fund was a new FolioMetrix position in Q2 2015.
First Trust Large Cap Core AlphaDEX Fund made up 0.05% of FolioMetrix's portfolio in Q2 2015, its #194 holding.
95 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.