TCI Wealth Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

TCI Wealth Advisors’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
2018 Q1	–	Sell	-677	Closed	-$40K	–	1375
2017 Q4	$40K	Hold	677	–	–	0.02%	375
2017 Q3	$37K	Hold	677	–	–	0.02%	354
2017 Q2	$36K	Buy	+677	New	+$35.5K	0.02%	364

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

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

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

RJA

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

RJFSA

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

TCI Wealth Advisors's FEX Position: Q1 2018 in Review

TCI Wealth Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2018, closing a stake of 677 shares — an estimated $40K sold.

TCI Wealth Advisors first reported a position in FEX in Q2 2017 and held it in 3 quarters. The position peaked at $40K in Q4 2017. 139 funds tracked by Wall St. Rank hold FEX as of Q1 2018.

TCI Wealth Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
TCI Wealth Advisors sold 677 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2018, an estimated $40K.
TCI Wealth Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2017 and held it in 3 quarters.
TCI Wealth Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $40K in Q4 2017.
139 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2018.

Based on TCI Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.