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Foresight Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Foresight Wealth Management’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
2019
Q1 		– Sell
-6,492
Closed -$338K – 106
2018
Q4 		$338K Buy
+6,492
New +$369K 0.36% 65

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Foresight Wealth Management's FEX Position: Q1 2019 in Review

Foresight Wealth Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2019, closing a stake of 6,492 shares — an estimated $338K sold.

Foresight Wealth Management first reported a position in FEX in Q4 2018 and held it in 1 quarter. The position peaked at $338K in Q4 2018. 145 funds tracked by Wall St. Rank hold FEX as of Q1 2019.

  • Foresight Wealth Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Foresight Wealth Management sold 6,492 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2019, an estimated $338K.
  • Foresight Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Foresight Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $338K in Q4 2018.
  • 145 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2019.

Based on Foresight Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.