Verus Capital Partners’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
$100K Sell
2,091
-690
-25% -$41.3K 0.03% 313
2019
Q4
$181K Buy
+2,781
New +$174K 0.06% 255

Other funds holding FEX

Verus Capital Partners's FEX Position: Q1 2020 in Review

Verus Capital Partners reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 25% in Q1 2020, selling an estimated $41.3K and leaving 2,091 shares worth $100K. The position accounts for 0.03% of the portfolio, ranked #313.

Verus Capital Partners first reported a position in FEX in Q4 2019 and has held it in 2 quarters since. The position peaked at $181K in Q4 2019. 136 funds tracked by Wall St. Rank hold FEX as of Q1 2020.

  • Verus Capital Partners held 2,091 shares of First Trust Large Cap Core AlphaDEX Fund worth $100K as of Q1 2020.
  • Verus Capital Partners sold 690 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $41.3K.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.03% of Verus Capital Partners's portfolio in Q1 2020, its #313 holding.
  • Verus Capital Partners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's First Trust Large Cap Core AlphaDEX Fund position peaked at $181K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.