JF
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Joule Financial’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Joule Financial’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
Q4 		– Sell
-4,365
Closed -$354K – 114
2023
Q3 		$354K Buy
+4,365
New +$369K 0.18% 72

Other funds holding FEX

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Joule Financial's FEX Position: Q4 2023 in Review

Joule Financial sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2023, closing a stake of 4,365 shares — an estimated $354K sold.

Joule Financial first reported a position in FEX in Q3 2023 and held it in 1 quarter. The position peaked at $354K in Q3 2023. 187 funds tracked by Wall St. Rank hold FEX as of Q4 2023.

  • Joule Financial reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Joule Financial sold 4,365 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2023, an estimated $354K.
  • Joule Financial first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • Joule Financial's First Trust Large Cap Core AlphaDEX Fund position peaked at $354K in Q3 2023.
  • 187 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2023.

Based on Joule Financial's 13F filing for Q4 2023, filed 11 Jan 2024.