Total Clarity Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-700
Closed -$46K 248
2019
Q4
$46K Buy
+700
New +$43.8K 0.03% 276

Other funds holding FEX

Total Clarity Wealth Management's FEX Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2020, closing a stake of 700 shares — an estimated $46K sold.

Total Clarity Wealth Management first reported a position in FEX in Q4 2019 and held it in 1 quarter. The position peaked at $46K in Q4 2019. 136 funds tracked by Wall St. Rank hold FEX as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 700 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $46K.
  • Total Clarity Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $46K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.