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.