Kestra Private Wealth Services’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-7,400
Closed -$286K 796
2020
Q3
$286K Buy
+7,400
New +$278K 0.02% 499

Kestra Private Wealth Services's FMK Position: Q4 2020 in Review

Kestra Private Wealth Services sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q4 2020, closing a stake of 7,400 shares — an estimated $286K sold.

Kestra Private Wealth Services first reported a position in FMK in Q3 2020 and held it in 1 quarter. The position peaked at $286K in Q3 2020. 0 funds tracked by Wall St. Rank hold FMK as of Q4 2020.

  • Kestra Private Wealth Services reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Kestra Private Wealth Services sold 7,400 First Trust Mega Cap AlphaDEX Fund shares in Q4 2020, an estimated $286K.
  • Kestra Private Wealth Services first reported a position in First Trust Mega Cap AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • Kestra Private Wealth Services's First Trust Mega Cap AlphaDEX Fund position peaked at $286K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q4 2020.

Based on Kestra Private Wealth Services's 13F filing for Q4 2020, filed 21 Jan 2021.