Smith, Moore & Co’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-4,672
Closed -$248K 308
2017
Q2
$248K Buy
+4,672
New +$245K 0.08% 206
2015
Q3
Sell
-4,760
Closed -$218K 168
2015
Q2
$218K Hold
4,760
0.11% 155
2015
Q1
$222K Buy
+4,760
New +$219K 0.12% 153

Other funds holding FEX

Smith, Moore & Co's FEX Position: Q3 2017 in Review

Smith, Moore & Co sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2017, closing a stake of 4,672 shares — an estimated $248K sold.

Smith, Moore & Co first reported a position in FEX in Q1 2015 and held it in 3 quarters. The position peaked at $248K in Q2 2017. 123 funds tracked by Wall St. Rank hold FEX as of Q3 2017.

  • Smith, Moore & Co reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • Smith, Moore & Co sold 4,672 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2017, an estimated $248K.
  • Smith, Moore & Co first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2015 and held it in 3 quarters.
  • Smith, Moore & Co's First Trust Large Cap Core AlphaDEX Fund position peaked at $248K in Q2 2017.
  • 123 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2017.

Based on Smith, Moore & Co's 13F filing for Q3 2017, filed 2 Nov 2017.