Sage Private Wealth Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-379	Closed	-$27K	–	87
2022 Q3	$27K	Buy	379 +2	+0.5%	+$159	0.04%	99
2022 Q2	$29K	Buy	377 +1	+0.3%	+$83	0.04%	97
2022 Q1	$33K	Buy	376 +1	+0.3%	+$87	0.03%	99
2021 Q4	$34K	Buy	375 +1	+0.3%	+$90	0.04%	96
2021 Q3	$32K	Buy	374 +1	+0.3%	+$88	0.04%	99
2021 Q2	$32K	Hold	373	–	–	0.04%	99
2021 Q1	$30K	Buy	373 +1	+0.3%	+$78	0.05%	105
2020 Q4	$27K	Buy	+372	New	+$25.6K	0.08%	96

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sage Private Wealth Group's FEX Position: Q4 2022 in Review

Sage Private Wealth Group sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2022, closing a stake of 379 shares — an estimated $27K sold.

Sage Private Wealth Group first reported a position in FEX in Q4 2020 and held it in 8 quarters. The position peaked at $34K in Q4 2021. 178 funds tracked by Wall St. Rank hold FEX as of Q4 2022.

Sage Private Wealth Group reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 379 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2022, an estimated $27K.
Sage Private Wealth Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's First Trust Large Cap Core AlphaDEX Fund position peaked at $34K in Q4 2021.
178 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.