Steward Partners Investment Advisory’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

Steward Partners Investment Advisory’s Portfolio FMK Stock Details FMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-252	Closed	-$10K	–	3061
2020 Q3	$10K	Hold	252	–	–	﹤0.01%	2162
2020 Q2	$9K	Hold	252	–	–	﹤0.01%	2104
2020 Q1	$7K	Hold	252	–	–	﹤0.01%	2003
2019 Q4	$9K	Hold	252	–	–	﹤0.01%	2076
2019 Q3	$9K	Hold	252	–	–	﹤0.01%	2070
2019 Q2	$8K	Buy	+252	New	+$8.85K	﹤0.01%	2104
2018 Q4	–	Sell	-252	Closed	-$9K	–	2452
2018 Q3	$9K	Hold	252	–	–	﹤0.01%	1939
2018 Q2	$9K	Hold	252	–	–	﹤0.01%	1799
2018 Q1	$8K	Hold	252	–	–	﹤0.01%	1669
2017 Q4	$8K	Buy	+252	New	+$8.28K	﹤0.01%	1420

Steward Partners Investment Advisory's FMK Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q4 2020, closing a stake of 252 shares — an estimated $10K sold.

Steward Partners Investment Advisory first reported a position in FMK in Q4 2017 and held it in 10 quarters. The position peaked at $10K in Q3 2020. 0 funds tracked by Wall St. Rank hold FMK as of Q4 2020.

Steward Partners Investment Advisory reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 252 First Trust Mega Cap AlphaDEX Fund shares in Q4 2020, an estimated $10K.
Steward Partners Investment Advisory first reported a position in First Trust Mega Cap AlphaDEX Fund in Q4 2017 and held it in 10 quarters.
Steward Partners Investment Advisory's First Trust Mega Cap AlphaDEX Fund position peaked at $10K in Q3 2020.
0 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.