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

Plotkin Financial 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
2020 Q2	–	Sell	-4,662	Closed	-$222K	–	63
2020 Q1	$222K	Sell	4,662 -42	-0.9%	-$2.52K	0.27%	47
2019 Q4	$307K	Buy	+4,704	New	+$294K	0.29%	50

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

Plotkin Financial Advisors's FEX Position: Q2 2020 in Review

Plotkin Financial Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2020, closing a stake of 4,662 shares — an estimated $222K sold.

Plotkin Financial Advisors first reported a position in FEX in Q4 2019 and held it in 2 quarters. The position peaked at $307K in Q4 2019. 133 funds tracked by Wall St. Rank hold FEX as of Q2 2020.

Plotkin Financial Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Plotkin Financial Advisors sold 4,662 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2020, an estimated $222K.
Plotkin Financial Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
Plotkin Financial Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $307K in Q4 2019.
133 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2020.

Based on Plotkin Financial Advisors's 13F filing for Q2 2020, filed 15 Nov 2024.