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.