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Vantage Investment Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Vantage Investment 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
Q3 		$23K Hold
376
– – ﹤0.01% 404
2018
Q2 		$22K Buy
+376
New +$22.4K 0.01% 403

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Vantage Investment Advisors's FEX Position: Q3 2018 in Review

Vantage Investment Advisors held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q3 2018 at 376 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Vantage Investment Advisors first reported a position in FEX in Q2 2018 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold FEX as of Q3 2018.

  • Vantage Investment Advisors held 376 shares of First Trust Large Cap Core AlphaDEX Fund worth $23K as of Q3 2018.
  • Vantage Investment Advisors left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q3 2018.
  • First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #404 holding.
  • Vantage Investment Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2018 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.