SignalPoint Asset Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

SignalPoint Asset Management’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 Q1	–	Sell	-7,109	Closed	-$656K	–	234
2021 Q4	$656K	Buy	7,109 +82	+1%	+$7.4K	0.2%	104
2021 Q3	$599K	Buy	7,027 +943	+15%	+$82.5K	0.19%	111
2021 Q2	$522K	Buy	6,084 +312	+5%	+$26.2K	0.17%	125
2021 Q1	$462K	Buy	+5,772	New	+$448K	0.16%	134
2016 Q4	–	Sell	-15,491	Closed	-$724K	–	249
2016 Q3	$724K	Sell	15,491 -5,730	-27%	-$267K	0.19%	97
2016 Q2	$956K	Sell	21,221 -1,496	-7%	-$66.7K	0.4%	53
2016 Q1	$1.01M	Buy	22,717 +1,484	+7%	+$61.8K	0.43%	50
2015 Q4	$919K	Sell	21,233 -645	-3%	-$28.4K	0.4%	53
2015 Q3	$915K	Buy	21,878 +530	+2%	+$23.6K	0.41%	54
2015 Q2	$994K	Hold	21,348	–	–	0.41%	51
2015 Q1	$994K	Buy	+21,348	New	+$984K	0.41%	51

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

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 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

RJA

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

SignalPoint Asset Management's FEX Position: Q1 2022 in Review

SignalPoint Asset Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2022, closing a stake of 7,109 shares — an estimated $656K sold.

SignalPoint Asset Management first reported a position in FEX in Q1 2015 and held it in 11 quarters. The position peaked at $1.01M in Q1 2016. 178 funds tracked by Wall St. Rank hold FEX as of Q1 2022.

SignalPoint Asset Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
SignalPoint Asset Management sold 7,109 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2022, an estimated $656K.
SignalPoint Asset Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2015 and held it in 11 quarters.
SignalPoint Asset Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $1.01M in Q1 2016.
178 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2022.

Based on SignalPoint Asset Management's 13F filing for Q1 2022, filed 9 May 2022.