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Stifel Nicolaus & Co’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$2.59M Buy
68,995
+19,007
+38% +$703K 0.04% 396
2013
Q2 		$1.76M Buy
+49,988
New +$1.75M 0.03% 463

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stifel Nicolaus & Co's FEX Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 38% in Q3 2013, buying an estimated $703K and bringing the position to 68,995 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #396.

Stifel Nicolaus & Co first reported a position in FEX in Q2 2013 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold FEX as of Q3 2013.

  • Stifel Nicolaus & Co held 68,995 shares of First Trust Large Cap Core AlphaDEX Fund worth $2.59M as of Q3 2013.
  • Stifel Nicolaus & Co bought 19,007 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2013, an estimated $703K.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #396 holding.
  • Stifel Nicolaus & Co first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2013 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.