Triad Wealth Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Triad Wealth Partners’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
2024 Q3	–	Sell	-78	Closed	-$7.57K	–	335
2024 Q2	$7.57K	Buy	+78	New	+$7.54K	﹤0.01%	493

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

RJFSA

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

Triad Wealth Partners's FEX Position: Q3 2024 in Review

Triad Wealth Partners sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2024, closing a stake of 78 shares — an estimated $7.57K sold.

Triad Wealth Partners first reported a position in FEX in Q2 2024 and held it in 1 quarter. The position peaked at $7.57K in Q2 2024. 203 funds tracked by Wall St. Rank hold FEX as of Q3 2024.

Triad Wealth Partners reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 78 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2024, an estimated $7.57K.
Triad Wealth Partners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's First Trust Large Cap Core AlphaDEX Fund position peaked at $7.57K in Q2 2024.
203 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.