True Capital Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
Other funds holding FEX
GVAG
RJA
RJFSA
True Capital Management's FEX Position: Q1 2023 in Review
True Capital Management reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 5.5% in Q1 2023, selling an estimated $20.5K and leaving 4,257 shares worth $343K. The position accounts for 0.23% of the portfolio, ranked #85.
True Capital Management first reported a position in FEX in Q4 2022 and has held it in 2 quarters since. The position peaked at $361K in Q4 2022. 178 funds tracked by Wall St. Rank hold FEX as of Q1 2023.
- True Capital Management held 4,257 shares of First Trust Large Cap Core AlphaDEX Fund worth $343K as of Q1 2023.
- True Capital Management sold 250 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2023, an estimated $20.5K.
- First Trust Large Cap Core AlphaDEX Fund made up 0.23% of True Capital Management's portfolio in Q1 2023, its #85 holding.
- True Capital Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2022 and has held it in 2 quarters since.
- True Capital Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $361K in Q4 2022.
- 178 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2023.
Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.