Global Retirement Partners’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1
| Closed | – | – | 1840 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1759 |
|
|
2020
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1779 |
|
|
2020
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1739 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1744 |
|
|
2019
Q3 | $0 | Sell |
1
-200
| -100% | -$7.2K | ﹤0.01% | 1728 |
|
|
2019
Q2 | $7K | Buy |
201
+200
| +20,000% | +$7.02K | ﹤0.01% | 1224 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1585 |
|
|
2018
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1596 |
|
|
2018
Q3 | $0 | Sell |
1
-26,503
| -100% | -$956K | ﹤0.01% | 1598 |
|
|
2018
Q2 | $918K | Buy |
26,504
+26,503
| +2,650,300% | +$909K | 0.23% | 87 |
|
|
2018
Q1 | $0 | Sell |
1
-27,880
| -100% | -$968K | ﹤0.01% | 1557 |
|
|
2017
Q4 | $934K | Buy |
27,881
+3,828
| +16% | +$126K | 0.26% | 78 |
|
|
2017
Q3 | $763K | Buy |
+24,053
| New | +$743K | 0.32% | 60 |
|
Global Retirement Partners's FMK Position: Q4 2020 in Review
Global Retirement Partners sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q4 2020, closing a stake of 1 share.
Global Retirement Partners first reported a position in FMK in Q3 2017 and held it in 13 quarters. The position peaked at $934K in Q4 2017. 0 funds tracked by Wall St. Rank hold FMK as of Q4 2020.
- Global Retirement Partners reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
- Global Retirement Partners sold 1 First Trust Mega Cap AlphaDEX Fund share in Q4 2020.
- Global Retirement Partners first reported a position in First Trust Mega Cap AlphaDEX Fund in Q3 2017 and held it in 13 quarters.
- Global Retirement Partners's First Trust Mega Cap AlphaDEX Fund position peaked at $934K in Q4 2017.
- 0 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q4 2020.
Based on Global Retirement Partners's 13F filing for Q4 2020, filed 13 Jan 2021.