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

Pineridge 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
2024 Q4	–	Sell	-111	Closed	-$11.6K	–	652
2024 Q3	$11.6K	Hold	111	–	–	﹤0.01%	267
2024 Q2	$10.8K	Hold	111	–	–	﹤0.01%	278
2024 Q1	$11K	Sell	111 -53	-32%	-$4.95K	﹤0.01%	282
2023 Q4	$14.8K	Buy	+164	New	+$13.7K	﹤0.01%	317

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Pineridge Advisors's FEX Position: Q4 2024 in Review

Pineridge Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2024, closing a stake of 111 shares — an estimated $11.6K sold.

Pineridge Advisors first reported a position in FEX in Q4 2023 and held it in 4 quarters. The position peaked at $14.8K in Q4 2023. 211 funds tracked by Wall St. Rank hold FEX as of Q4 2024.

Pineridge Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Pineridge Advisors sold 111 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2024, an estimated $11.6K.
Pineridge Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2023 and held it in 4 quarters.
Pineridge Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $14.8K in Q4 2023.
211 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2024.

Based on Pineridge Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.