Simplex Trading
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Simplex Trading’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Simplex Trading’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
2016
Q1 		– Sell
-2
Closed -$2K – 5780
2015
Q4 		$2K Sell
2
-3
-60% -$132 ﹤0.01% 4482
2015
Q3 		$5K Buy
+5
New +$223 ﹤0.01% 3975

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Simplex Trading's FEX Position: Q4 2021 in Review

Simplex Trading sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2021, closing a stake of 100 shares — an estimated $8K sold.

Simplex Trading first reported a position in FEX in Q3 2015 and held it in 4 quarters. The position peaked at $20K in Q3 2015. 176 funds tracked by Wall St. Rank hold FEX as of Q4 2021.

  • Simplex Trading reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Simplex Trading sold 100 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2021, an estimated $8K.
  • Simplex Trading first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2015 and held it in 4 quarters.
  • Simplex Trading's First Trust Large Cap Core AlphaDEX Fund position peaked at $20K in Q3 2015.
  • 176 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2021.

Based on Simplex Trading's 13F filing for Q4 2021, filed 4 Feb 2022.