SFPG
FMK

Stonebridge Financial Planning Group’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

Stonebridge Financial Planning Group’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
-6,105
Closed -$245K – 410
2020
Q3 		$245K Buy
6,105
+80
+1% +$3.01K 0.18% 83
2020
Q2 		$213K Hold
6,025
– – 0.18% 80
2020
Q1 		$192K Hold
6,025
– – 0.19% 80
2019
Q4 		$231K Buy
+6,025
New +$223K 0.21% 80

Stonebridge Financial Planning Group's FMK Position: Q4 2020 in Review

Stonebridge Financial Planning Group sold out of First Trust Mega Cap AlphaDEX Fund (FMK) in Q4 2020, closing a stake of 6,105 shares — an estimated $245K sold.

Stonebridge Financial Planning Group first reported a position in FMK in Q4 2019 and held it in 4 quarters. The position peaked at $245K in Q3 2020. 0 funds tracked by Wall St. Rank hold FMK as of Q4 2020.

  • Stonebridge Financial Planning Group reported no remaining First Trust Mega Cap AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 6,105 First Trust Mega Cap AlphaDEX Fund shares in Q4 2020, an estimated $245K.
  • Stonebridge Financial Planning Group first reported a position in First Trust Mega Cap AlphaDEX Fund in Q4 2019 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's First Trust Mega Cap AlphaDEX Fund position peaked at $245K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q4 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2020, filed 27 Jan 2021.