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Ironwood Wealth Management (Arizona)’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Ironwood Wealth Management (Arizona)’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
Q3 		$2K Buy
+30
New +$1.61K ﹤0.01% 75

Other funds holding FEX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s FEX Position: Q3 2017 in Review

Ironwood Wealth Management (Arizona) opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2017: 30 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #75 among its holdings.

123 funds tracked by Wall St. Rank hold FEX as of Q3 2017.

  • Ironwood Wealth Management (Arizona) held 30 shares of First Trust Large Cap Core AlphaDEX Fund worth $2K as of Q3 2017.
  • First Trust Large Cap Core AlphaDEX Fund was a new Ironwood Wealth Management (Arizona) position in Q3 2017.
  • First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Ironwood Wealth Management (Arizona)'s portfolio in Q3 2017, its #75 holding.
  • 123 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2017.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q3 2017, filed 7 Feb 2018.