Fortitude Advisory Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-100
Closed -$9K 573
2022
Q1
$9K Sell
100
-200
-67% -$17.4K ﹤0.01% 1038
2021
Q4
$21K Buy
+300
New +$27.1K 0.01% 827

Other funds holding FEX

Fortitude Advisory Group's FEX Position: Q2 2022 in Review

Fortitude Advisory Group sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2022, closing a stake of 100 shares — an estimated $9K sold.

Fortitude Advisory Group first reported a position in FEX in Q4 2021 and held it in 2 quarters. The position peaked at $21K in Q4 2021. 169 funds tracked by Wall St. Rank hold FEX as of Q2 2022.

  • Fortitude Advisory Group reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 100 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2022, an estimated $9K.
  • Fortitude Advisory Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's First Trust Large Cap Core AlphaDEX Fund position peaked at $21K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.