Level Four Advisory Services’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-6,321
Closed -$244K 619
2020
Q3
$244K Sell
6,321
-85
-1% -$3.2K 0.02% 481
2020
Q2
$227K Sell
6,406
-336
-5% -$11.3K 0.02% 511
2020
Q1
$201K Sell
6,742
-534
-7% -$19.3K 0.02% 458
2019
Q4
$279K Buy
7,276
+52
+0.7% +$1.93K 0.01% 478
2019
Q3
$261K Buy
7,224
+1,321
+22% +$47.6K 0.03% 424
2019
Q2
$211K Buy
+5,903
New +$207K 0.02% 499

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

Level Four Advisory Services sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q4 2020, closing a stake of 6,321 shares — an estimated $244K sold.

Level Four Advisory Services first reported a position in FMK in Q2 2019 and held it in 6 quarters. The position peaked at $279K in Q4 2019. 0 funds tracked by Wall St. Rank hold FMK as of Q4 2020.

  • Level Four Advisory Services reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Level Four Advisory Services sold 6,321 First Trust Mega Cap AlphaDEX Fund shares in Q4 2020, an estimated $244K.
  • Level Four Advisory Services first reported a position in First Trust Mega Cap AlphaDEX Fund in Q2 2019 and held it in 6 quarters.
  • Level Four Advisory Services's First Trust Mega Cap AlphaDEX Fund position peaked at $279K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q4 2020.

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