JP Morgan Private Wealth Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$637K	Hold	7,860	–	–	﹤0.01%	1147
2023 Q2	$660K	Hold	7,860	–	–	﹤0.01%	918
2023 Q1	$633K	Hold	7,860	–	–	﹤0.01%	1368
2022 Q4	$629K	Buy	+7,860	New	+$627K	﹤0.01%	1368

Other funds holding FEX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's FEX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q3 2023 at 7,860 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

JP Morgan Private Wealth Advisors first reported a position in FEX in Q4 2022 and has held it in 4 quarters since. The position peaked at $660K in Q2 2023. 183 funds tracked by Wall St. Rank hold FEX as of Q3 2023.

JP Morgan Private Wealth Advisors held 7,860 shares of First Trust Large Cap Core AlphaDEX Fund worth $637K as of Q3 2023.
JP Morgan Private Wealth Advisors left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q3 2023.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1147 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2022 and has held it in 4 quarters since.
JP Morgan Private Wealth Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $660K in Q2 2023.
183 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.