Independent Portfolio Consultants’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$18K	Buy	+330	New	+$17.3K	0.01%	625
2016 Q3	–	Sell	-850	Closed	-$38K	–	733
2016 Q2	$38K	Buy	+850	New	+$37.9K	0.01%	579

Other funds holding FEX

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

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

RJA

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

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

RJFSA

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

Independent Portfolio Consultants's FEX Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2017: 330 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in FEX as recently as Q2 2016.

Independent Portfolio Consultants first reported a position in FEX in Q2 2016 and has held it in 2 quarters since. The position peaked at $38K in Q2 2016. 129 funds tracked by Wall St. Rank hold FEX as of Q2 2017.

Independent Portfolio Consultants held 330 shares of First Trust Large Cap Core AlphaDEX Fund worth $18K as of Q2 2017.
First Trust Large Cap Core AlphaDEX Fund was a new Independent Portfolio Consultants position in Q2 2017.
First Trust Large Cap Core AlphaDEX Fund made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #625 holding.
Independent Portfolio Consultants first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2016 and has held it in 2 quarters since.
Independent Portfolio Consultants's First Trust Large Cap Core AlphaDEX Fund position peaked at $38K in Q2 2016.
129 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.