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

FSB Premier 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
2022
Q1 		– Sell
-1,187
Closed -$109K – 281
2021
Q4 		$109K Buy
+1,187
New +$107K 0.05% 175

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FSB Premier Wealth Management's FEX Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2022, closing a stake of 1,187 shares — an estimated $109K sold.

FSB Premier Wealth Management first reported a position in FEX in Q4 2021 and held it in 1 quarter. The position peaked at $109K in Q4 2021. 178 funds tracked by Wall St. Rank hold FEX as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 1,187 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2022, an estimated $109K.
  • FSB Premier Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $109K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.