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

Iams 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
2023
Q3 		– Sell
-3,726
Closed -$310K – 148
2023
Q2 		$310K Buy
+3,726
New +$299K 0.11% 109

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Iams Wealth Management's FEX Position: Q2 2024 in Review

Iams Wealth Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2024, closing a stake of 13,197 shares — an estimated $1.25M sold.

Iams Wealth Management first reported a position in FEX in Q4 2022 and held it in 5 quarters. The position peaked at $1.72M in Q3 2023. 199 funds tracked by Wall St. Rank hold FEX as of Q2 2024.

  • Iams Wealth Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Iams Wealth Management sold 13,197 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2024, an estimated $1.25M.
  • Iams Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2022 and held it in 5 quarters.
  • Iams Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $1.72M in Q3 2023.
  • 199 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2024.

Based on Iams Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.