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Personal Wealth Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Personal Wealth Partners’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
2019
Q1 		– Sell
-4,784
Closed -$210K – 63
2018
Q4 		$210K Buy
+4,784
New +$272K 0.13% 35

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Personal Wealth Partners's FEX Position: Q1 2019 in Review

Personal Wealth Partners sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2019, closing a stake of 4,784 shares — an estimated $210K sold.

Personal Wealth Partners first reported a position in FEX in Q4 2018 and held it in 1 quarter. The position peaked at $210K in Q4 2018. 145 funds tracked by Wall St. Rank hold FEX as of Q1 2019.

  • Personal Wealth Partners reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Personal Wealth Partners sold 4,784 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2019, an estimated $210K.
  • Personal Wealth Partners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Personal Wealth Partners's First Trust Large Cap Core AlphaDEX Fund position peaked at $210K in Q4 2018.
  • 145 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2019.

Based on Personal Wealth Partners's 13F filing for Q1 2019, filed 17 Apr 2019.