Pinnacle Financial Partners (Tennessee)’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2020 Q2	–	Sell	-200	Closed	-$10K	–	437
2020 Q1	$10K	Sell	200 -500	-71%	-$30K	﹤0.01%	386
2019 Q4	$46K	Buy	+700	New	+$43.8K	﹤0.01%	393
2019 Q2	–	Sell	-700	Closed	-$42K	–	393
2019 Q1	$42K	Buy	+700	New	+$40.2K	﹤0.01%	363
2018 Q4	–	Sell	-700	Closed	-$44K	–	355
2018 Q3	$44K	Hold	700	–	–	﹤0.01%	364
2018 Q2	$42K	Hold	700	–	–	﹤0.01%	344
2018 Q1	$41K	Buy	+700	New	+$41.9K	﹤0.01%	344

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

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

Pinnacle Financial Partners (Tennessee)'s FEX Position: Q2 2020 in Review

Pinnacle Financial Partners (Tennessee) sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2020, closing a stake of 200 shares — an estimated $10K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in FEX in Q1 2018 and held it in 6 quarters. The position peaked at $46K in Q4 2019. 133 funds tracked by Wall St. Rank hold FEX as of Q2 2020.

Pinnacle Financial Partners (Tennessee) reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 200 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2020, an estimated $10K.
Pinnacle Financial Partners (Tennessee) first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2018 and held it in 6 quarters.
Pinnacle Financial Partners (Tennessee)'s First Trust Large Cap Core AlphaDEX Fund position peaked at $46K in Q4 2019.
133 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2020.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2020, filed 28 Jul 2020.