Sargent Bickham Lagudis’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Sargent Bickham Lagudis’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 Q3	–	Sell	-120	Closed	-$9K	–	1034
2022 Q2	$9K	Buy	+120	New	+$9.93K	﹤0.01%	707
2022 Q1	–	Sell	-199	Closed	-$18K	–	976
2021 Q4	$18K	Buy	+199	New	+$17.9K	﹤0.01%	616

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Sargent Bickham Lagudis's FEX Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2022, closing a stake of 120 shares — an estimated $9K sold.

Sargent Bickham Lagudis first reported a position in FEX in Q4 2021 and held it in 2 quarters. The position peaked at $18K in Q4 2021. 164 funds tracked by Wall St. Rank hold FEX as of Q3 2022.

Sargent Bickham Lagudis reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 120 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2022, an estimated $9K.
Sargent Bickham Lagudis first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
Sargent Bickham Lagudis's First Trust Large Cap Core AlphaDEX Fund position peaked at $18K in Q4 2021.
164 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.