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

LexAurum 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
2018
Q2 		– Sell
-25,800
Closed -$1.51M – 146
2018
Q1 		$1.51M Buy
25,800
+3,712
+17% +$222K 1.28% 17
2017
Q4 		$1.35M Buy
+22,088
New +$1.26M 1.26% 17

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

LexAurum Advisors's FEX Position: Q2 2018 in Review

LexAurum Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2018, closing a stake of 25,800 shares — an estimated $1.51M sold.

LexAurum Advisors first reported a position in FEX in Q4 2017 and held it in 2 quarters. The position peaked at $1.51M in Q1 2018. 133 funds tracked by Wall St. Rank hold FEX as of Q2 2018.

  • LexAurum Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • LexAurum Advisors sold 25,800 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2018, an estimated $1.51M.
  • LexAurum Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
  • LexAurum Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $1.51M in Q1 2018.
  • 133 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2018.

Based on LexAurum Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.