Hanson & Doremus Investment Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Hanson & Doremus 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
2018 Q4	–	Sell	-67	Closed	-$4K	–	449
2018 Q3	$4K	Hold	67	–	–	﹤0.01%	434
2018 Q2	$4K	Hold	67	–	–	﹤0.01%	465
2018 Q1	$4K	Hold	67	–	–	﹤0.01%	479
2017 Q4	$4K	Hold	67	–	–	﹤0.01%	466
2017 Q3	$4K	Hold	67	–	–	﹤0.01%	456
2017 Q2	$4K	Buy	+67	New	+$3.51K	﹤0.01%	454

Other funds holding FEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Hanson & Doremus Investment Management's FEX Position: Q4 2018 in Review

Hanson & Doremus Investment Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2018, closing a stake of 67 shares — an estimated $4K sold.

Hanson & Doremus Investment Management first reported a position in FEX in Q2 2017 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 141 funds tracked by Wall St. Rank hold FEX as of Q4 2018.

Hanson & Doremus Investment Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Hanson & Doremus Investment Management sold 67 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2018, an estimated $4K.
Hanson & Doremus Investment Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2017 and held it in 6 quarters.
Hanson & Doremus Investment Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $4K in Q3 2018.
141 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2018.

Based on Hanson & Doremus Investment Management's 13F filing for Q4 2018, filed 31 Jan 2019.