Peterson Financial Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Peterson Financial Group’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
2024 Q3	$10.2K	Buy	+98	New	+$9.77K	0.04%	208
2024 Q2	–	Sell	-3,939	Closed	-$391K	–	35
2024 Q1	$391K	Sell	3,939 -124	-3%	-$11.6K	2.55%	13
2023 Q4	$366K	Buy	+4,063	New	+$340K	2.4%	14
2023 Q1	–	Sell	-3,107	Closed	-$249K	–	37
2022 Q4	$249K	Buy	3,107 +5	+0.2%	+$399	0.33%	65
2022 Q3	$224K	Buy	3,102 +30	+1%	+$2.39K	0.22%	69
2022 Q2	$234K	Sell	3,072 -82	-3%	-$6.78K	0.22%	69
2022 Q1	$278K	Sell	3,154 -264	-8%	-$23K	0.23%	67
2021 Q4	$316K	Buy	+3,418	New	+$308K	0.26%	68

Other funds holding FEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Peterson Financial Group's FEX Position: Q3 2024 in Review

Peterson Financial Group opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2024: 98 shares worth $10.2K. The stake represents 0.04% of the portfolio and ranks #208 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in FEX as recently as Q1 2024.

Peterson Financial Group first reported a position in FEX in Q4 2021 and has held it in 8 quarters since. The position peaked at $391K in Q1 2024. 203 funds tracked by Wall St. Rank hold FEX as of Q3 2024.

Peterson Financial Group held 98 shares of First Trust Large Cap Core AlphaDEX Fund worth $10.2K as of Q3 2024.
First Trust Large Cap Core AlphaDEX Fund was a new Peterson Financial Group position in Q3 2024.
First Trust Large Cap Core AlphaDEX Fund made up 0.04% of Peterson Financial Group's portfolio in Q3 2024, its #208 holding.
Peterson Financial Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and has held it in 8 quarters since.
Peterson Financial Group's First Trust Large Cap Core AlphaDEX Fund position peaked at $391K in Q1 2024.
203 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.