IFP Advisors’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

IFP Advisors’s Portfolio FMK Stock Details FMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,290	Closed	-$46K	–	3239
2019 Q3	$46K	Buy	+1,290	New	+$46.4K	﹤0.01%	1412
2019 Q1	$45K	Buy	+1,290	New	+$43.9K	0.01%	1013
2016 Q2	–	Sell	-1,290	Closed	-$45K	–	4172
2016 Q1	$45K	Buy	+1,290	New	+$32K	0.01%	1013

Other funds holding FMK

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

IFP Advisors's FMK Position: Q4 2019 in Review

IFP Advisors sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q4 2019, closing a stake of 1,290 shares — an estimated $46K sold.

IFP Advisors first reported a position in FMK in Q1 2016 and held it in 3 quarters. The position peaked at $46K in Q3 2019. 23 funds tracked by Wall St. Rank hold FMK as of Q4 2019.

IFP Advisors reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
IFP Advisors sold 1,290 First Trust Mega Cap AlphaDEX Fund shares in Q4 2019, an estimated $46K.
IFP Advisors first reported a position in First Trust Mega Cap AlphaDEX Fund in Q1 2016 and held it in 3 quarters.
IFP Advisors's First Trust Mega Cap AlphaDEX Fund position peaked at $46K in Q3 2019.
23 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q4 2019.

Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.