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TFG Advisers’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

TFG Advisers’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
Q1 		– Sell
-313
Closed -$20K – 249
2019
Q4 		$20K Buy
+313
New +$19.6K 0.01% 351

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

TFG Advisers's FEX Position: Q1 2020 in Review

TFG Advisers sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2020, closing a stake of 313 shares — an estimated $20K sold.

TFG Advisers first reported a position in FEX in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 136 funds tracked by Wall St. Rank hold FEX as of Q1 2020.

  • TFG Advisers reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • TFG Advisers sold 313 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $20K.
  • TFG Advisers first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • TFG Advisers's First Trust Large Cap Core AlphaDEX Fund position peaked at $20K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2020.

Based on TFG Advisers's 13F filing for Q1 2020, filed 24 Apr 2020.