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Legacy Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Legacy 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
2019
Q3 		– Sell
-289
Closed -$18K – 186
2019
Q2 		$18K Hold
289
– – 0.01% 265
2019
Q1 		$17K Buy
+289
New +$16.6K 0.01% 291

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Legacy Advisors's FEX Position: Q3 2019 in Review

Legacy Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2019, closing a stake of 289 shares — an estimated $18K sold.

Legacy Advisors first reported a position in FEX in Q1 2019 and held it in 2 quarters. The position peaked at $18K in Q2 2019. 139 funds tracked by Wall St. Rank hold FEX as of Q3 2019.

  • Legacy Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 289 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2019, an estimated $18K.
  • Legacy Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2019 and held it in 2 quarters.
  • Legacy Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $18K in Q2 2019.
  • 139 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.