Level Four Advisory Services’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-3,693
Closed -$233K 603
2020
Q3
$233K Buy
3,693
+303
+9% +$19K 0.02% 488
2020
Q2
$201K Buy
+3,390
New +$188K 0.02% 538

Other funds holding FEX

Level Four Advisory Services's FEX Position: Q4 2020 in Review

Level Four Advisory Services sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2020, closing a stake of 3,693 shares — an estimated $233K sold.

Level Four Advisory Services first reported a position in FEX in Q2 2020 and held it in 2 quarters. The position peaked at $233K in Q3 2020. 145 funds tracked by Wall St. Rank hold FEX as of Q4 2020.

  • Level Four Advisory Services reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Level Four Advisory Services sold 3,693 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2020, an estimated $233K.
  • Level Four Advisory Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2020 and held it in 2 quarters.
  • Level Four Advisory Services's First Trust Large Cap Core AlphaDEX Fund position peaked at $233K in Q3 2020.
  • 145 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2020.

Based on Level Four Advisory Services's 13F filing for Q4 2020, filed 10 Feb 2021.