Lloyd 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
Q2
Sell
-17
Closed -$1K 316
2020
Q1
$1K Hold
17
﹤0.01% 240
2019
Q4
$1K Buy
+17
New +$1.06K ﹤0.01% 330

Other funds holding FEX

Lloyd Advisory Services's FEX Position: Q2 2020 in Review

Lloyd Advisory Services sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2020, closing a stake of 17 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in FEX in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 133 funds tracked by Wall St. Rank hold FEX as of Q2 2020.

  • Lloyd Advisory Services reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 17 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2020, an estimated $1K.
  • Lloyd Advisory Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
  • Lloyd Advisory Services's First Trust Large Cap Core AlphaDEX Fund position peaked at $1K in Q1 2020.
  • 133 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2020.

Based on Lloyd Advisory Services's 13F filing for Q2 2020, filed 7 Aug 2020.