Polaris Wealth Advisory Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-1,192	Closed	-$74K	–	254
2018 Q3	$74K	Hold	1,192	–	–	0.01%	220
2018 Q2	$70K	Hold	1,192	–	–	0.01%	122
2018 Q1	$70K	Buy	+1,192	New	+$71.4K	0.01%	197
2017 Q4	–	Sell	-9,617	Closed	-$528K	–	150
2017 Q3	$528K	Sell	9,617 -496	-5%	-$26.7K	0.05%	98
2017 Q2	$538K	Buy	+10,113	New	+$530K	0.06%	88

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

RJA

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Polaris Wealth Advisory Group's FEX Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2018, closing a stake of 1,192 shares — an estimated $74K sold.

Polaris Wealth Advisory Group first reported a position in FEX in Q2 2017 and held it in 5 quarters. The position peaked at $538K in Q2 2017. 141 funds tracked by Wall St. Rank hold FEX as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,192 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2018, an estimated $74K.
Polaris Wealth Advisory Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2017 and held it in 5 quarters.
Polaris Wealth Advisory Group's First Trust Large Cap Core AlphaDEX Fund position peaked at $538K in Q2 2017.
141 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.