Legacy Financial Advisors’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

Legacy Financial Advisors’s Portfolio FMK Stock Details FMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-630	Closed	-$22K	–	1017
2019 Q1	$22K	Hold	630	–	–	0.01%	440
2018 Q4	$20K	Hold	630	–	–	0.01%	419
2018 Q3	$23K	Hold	630	–	–	0.01%	359
2018 Q2	$22K	Hold	630	–	–	0.01%	363
2018 Q1	$21K	Hold	630	–	–	0.01%	363
2017 Q4	$21K	Buy	+630	New	+$20.7K	0.01%	361

Other funds holding FMK

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Legacy Financial Advisors's FMK Position: Q2 2019 in Review

Legacy Financial Advisors sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q2 2019, closing a stake of 630 shares — an estimated $22K sold.

Legacy Financial Advisors first reported a position in FMK in Q4 2017 and held it in 6 quarters. The position peaked at $23K in Q3 2018. 22 funds tracked by Wall St. Rank hold FMK as of Q2 2019.

Legacy Financial Advisors reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 630 First Trust Mega Cap AlphaDEX Fund shares in Q2 2019, an estimated $22K.
Legacy Financial Advisors first reported a position in First Trust Mega Cap AlphaDEX Fund in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's First Trust Mega Cap AlphaDEX Fund position peaked at $23K in Q3 2018.
22 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.