FIM
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Freedom Investment Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Freedom Investment 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
2016
Q4 		– Sell
-7,771
Closed -$363K – 1003
2016
Q3 		$363K Buy
+7,771
New +$362K 0.02% 557

Other funds holding FEX

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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Freedom Investment Management's FEX Position: Q4 2016 in Review

Freedom Investment Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2016, closing a stake of 7,771 shares — an estimated $363K sold.

Freedom Investment Management first reported a position in FEX in Q3 2016 and held it in 1 quarter. The position peaked at $363K in Q3 2016. 107 funds tracked by Wall St. Rank hold FEX as of Q4 2016.

  • Freedom Investment Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
  • Freedom Investment Management sold 7,771 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2016, an estimated $363K.
  • Freedom Investment Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2016 and held it in 1 quarter.
  • Freedom Investment Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $363K in Q3 2016.
  • 107 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2016.

Based on Freedom Investment Management's 13F filing for Q4 2016, filed 5 Jan 2017.