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Keebeck Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Keebeck Wealth Management’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
2020
Q1 		– Sell
-114,660
Closed -$7.48M – 214
2019
Q4 		$7.48M Buy
+114,660
New +$7.18M 2.37% 8

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Keebeck Wealth Management's FEX Position: Q1 2020 in Review

Keebeck Wealth Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2020, closing a stake of 114,660 shares — an estimated $7.48M sold.

Keebeck Wealth Management first reported a position in FEX in Q4 2019 and held it in 1 quarter. The position peaked at $7.48M in Q4 2019. 136 funds tracked by Wall St. Rank hold FEX as of Q1 2020.

  • Keebeck Wealth Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 114,660 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $7.48M.
  • Keebeck Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Keebeck Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $7.48M in Q4 2019.
  • 136 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2020.

Based on Keebeck Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.