Synovus Financial’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Synovus Financial’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
2020 Q2	–	Sell	-1,357	Closed	-$64K	–	1745
2020 Q1	$64K	Buy	+1,357	New	+$81.3K	﹤0.01%	1038
2017 Q2	–	Sell	-3,085	Closed	-$159K	–	898
2017 Q1	$159K	Hold	3,085	–	–	﹤0.01%	561
2016 Q4	$150K	Buy	+3,085	New	+$147K	﹤0.01%	557

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

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

Synovus Financial's FEX Position: Q2 2020 in Review

Synovus Financial sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2020, closing a stake of 1,357 shares — an estimated $64K sold.

Synovus Financial first reported a position in FEX in Q4 2016 and held it in 3 quarters. The position peaked at $159K in Q1 2017. 133 funds tracked by Wall St. Rank hold FEX as of Q2 2020.

Synovus Financial reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Synovus Financial sold 1,357 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2020, an estimated $64K.
Synovus Financial first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2016 and held it in 3 quarters.
Synovus Financial's First Trust Large Cap Core AlphaDEX Fund position peaked at $159K in Q1 2017.
133 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2020.

Based on Synovus Financial's 13F filing for Q2 2020, filed 10 Aug 2020.