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

Legend Financial 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
2024
Q3 		– Sell
-100
Closed -$9.7K – 204
2024
Q2 		$9.7K Buy
+100
New +$9.66K 0.01% 147

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Legend Financial Advisors's FEX Position: Q3 2024 in Review

Legend Financial Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2024, closing a stake of 100 shares — an estimated $9.7K sold.

Legend Financial Advisors first reported a position in FEX in Q2 2024 and held it in 1 quarter. The position peaked at $9.7K in Q2 2024. 203 funds tracked by Wall St. Rank hold FEX as of Q3 2024.

  • Legend Financial Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 100 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2024, an estimated $9.7K.
  • Legend Financial Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Legend Financial Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $9.7K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.