Insigneo Advisory Services’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Insigneo Advisory Services’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
2025 Q1	–	Sell	-4,300	Closed	-$448K	–	657
2024 Q4	$448K	Buy	4,300 +200	+5%	+$21.4K	0.05%	320
2024 Q3	$427K	Hold	4,100	–	–	0.04%	350
2024 Q2	$386K	Sell	4,100 -200	-5%	-$19.3K	0.04%	350
2024 Q1	$427K	Hold	4,300	–	–	0.05%	299
2023 Q4	$388K	Hold	4,300	–	–	0.05%	281
2023 Q3	$349K	Sell	4,300 -889	-17%	-$75.1K	0.07%	255
2023 Q2	$436K	Sell	5,189 -8,250	-61%	-$662K	0.08%	221
2023 Q1	$1.08M	Sell	13,439 -101	-0.7%	-$8.29K	0.34%	61
2022 Q4	$1.08M	Buy	+13,540	New	+$1.08M	0.41%	53

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Insigneo Advisory Services's FEX Position: Q1 2025 in Review

Insigneo Advisory Services sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2025, closing a stake of 4,300 shares — an estimated $448K sold.

Insigneo Advisory Services first reported a position in FEX in Q4 2022 and held it in 9 quarters. The position peaked at $1.08M in Q4 2022. 197 funds tracked by Wall St. Rank hold FEX as of Q1 2025.

Insigneo Advisory Services reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Insigneo Advisory Services sold 4,300 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2025, an estimated $448K.
Insigneo Advisory Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2022 and held it in 9 quarters.
Insigneo Advisory Services's First Trust Large Cap Core AlphaDEX Fund position peaked at $1.08M in Q4 2022.
197 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2025.

Based on Insigneo Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.