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Kistler-Tiffany Companies’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Kistler-Tiffany Companies’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
2016
Q3 		– Sell
-140
Closed -$6K – 604
2016
Q2 		$6K Buy
+140
New +$6.24K ﹤0.01% 459

Other funds holding FEX

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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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kistler-Tiffany Companies's FEX Position: Q3 2016 in Review

Kistler-Tiffany Companies sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2016, closing a stake of 140 shares — an estimated $6K sold.

Kistler-Tiffany Companies first reported a position in FEX in Q2 2016 and held it in 1 quarter. The position peaked at $6K in Q2 2016. 107 funds tracked by Wall St. Rank hold FEX as of Q3 2016.

  • Kistler-Tiffany Companies reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q3 2016 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 140 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2016, an estimated $6K.
  • Kistler-Tiffany Companies first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2016 and held it in 1 quarter.
  • Kistler-Tiffany Companies's First Trust Large Cap Core AlphaDEX Fund position peaked at $6K in Q2 2016.
  • 107 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2016.

Based on Kistler-Tiffany Companies's 13F filing for Q3 2016, filed 8 Nov 2016.