FBT
FEX icon

Founders Bank & Trust’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$13K Hold
295
– – 0.01% 283
2014
Q3 		$13K Hold
295
– – 0.01% 278
2014
Q2 		$13K Hold
295
– – 0.01% 278
2014
Q1 		$12K Sell
295
-395
-57% -$16.2K 0.01% 277
2013
Q4 		$27K Sell
690
-55
-7% -$2.17K 0.02% 214
2013
Q3 		$28K Hold
745
– – 0.01% 183
2013
Q2 		$26K Buy
+745
New +$26.1K 0.01% 183

Other funds holding FEX

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return