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Safeguard Investment Advisory Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Safeguard Investment 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
2021
Q1 		– Sell
-205
Closed -$15K – 284
2020
Q4 		$15K Buy
+205
New +$14.1K 0.01% 346

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Safeguard Investment Advisory Group's FEX Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2021, closing a stake of 205 shares — an estimated $15K sold.

Safeguard Investment Advisory Group first reported a position in FEX in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 154 funds tracked by Wall St. Rank hold FEX as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 205 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2021, an estimated $15K.
  • Safeguard Investment Advisory Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's First Trust Large Cap Core AlphaDEX Fund position peaked at $15K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.