KIG
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Kessler Investment Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Kessler Investment Group’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
2013
Q4 		– Sell
-1,830
Closed -$69K – 130
2013
Q3 		$69K Buy
+1,830
New +$67.7K 0.19% 65

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Kessler Investment Group's FEX Position: Q4 2013 in Review

Kessler Investment Group sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2013, closing a stake of 1,830 shares — an estimated $69K sold.

Kessler Investment Group first reported a position in FEX in Q3 2013 and held it in 1 quarter. The position peaked at $69K in Q3 2013. 47 funds tracked by Wall St. Rank hold FEX as of Q4 2013.

  • Kessler Investment Group reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2013 after selling out during the quarter.
  • Kessler Investment Group sold 1,830 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2013, an estimated $69K.
  • Kessler Investment Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2013 and held it in 1 quarter.
  • Kessler Investment Group's First Trust Large Cap Core AlphaDEX Fund position peaked at $69K in Q3 2013.
  • 47 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2013.

Based on Kessler Investment Group's 13F filing for Q4 2013, filed 9 Jan 2014.