PFGIA
FMK

Patriot Financial Group Insurance Agency’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio FMK Stock Details FMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-229
Closed -$8K – 1529
2019
Q2 		$8K Buy
+229
New +$8.04K ﹤0.01% 861

Other funds holding FMK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FMK Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q3 2019, closing a stake of 229 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in FMK in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 22 funds tracked by Wall St. Rank hold FMK as of Q3 2019.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 229 First Trust Mega Cap AlphaDEX Fund shares in Q3 2019, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Mega Cap AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's First Trust Mega Cap AlphaDEX Fund position peaked at $8K in Q2 2019.
  • 22 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.