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

Hanlon 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
2024
Q3 		– Sell
-5,268
Closed -$511K – 176
2024
Q2 		$511K Buy
+5,268
New +$509K 0.15% 90

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hanlon Investment Management's FEX Position: Q3 2024 in Review

Hanlon Investment Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2024, closing a stake of 5,268 shares — an estimated $511K sold.

Hanlon Investment Management first reported a position in FEX in Q2 2024 and held it in 1 quarter. The position peaked at $511K in Q2 2024. 203 funds tracked by Wall St. Rank hold FEX as of Q3 2024.

  • Hanlon Investment Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Hanlon Investment Management sold 5,268 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2024, an estimated $511K.
  • Hanlon Investment Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Hanlon Investment Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $511K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2024.

Based on Hanlon Investment Management's 13F filing for Q3 2024, filed 30 Oct 2024.