SouthState Corp’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

SouthState Corp’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
2024 Q2	–	Sell	-75	Closed	-$7.44K	–	684
2024 Q1	$7.44K	Buy	+75	New	+$7K	﹤0.01%	522

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SouthState Corp's FEX Position: Q2 2024 in Review

SouthState Corp sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2024, closing a stake of 75 shares — an estimated $7.44K sold.

SouthState Corp first reported a position in FEX in Q1 2024 and held it in 1 quarter. The position peaked at $7.44K in Q1 2024. 199 funds tracked by Wall St. Rank hold FEX as of Q2 2024.

SouthState Corp reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
SouthState Corp sold 75 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2024, an estimated $7.44K.
SouthState Corp first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2024 and held it in 1 quarter.
SouthState Corp's First Trust Large Cap Core AlphaDEX Fund position peaked at $7.44K in Q1 2024.
199 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2024.

Based on SouthState Corp's 13F filing for Q2 2024, filed 2 Aug 2024.