VCP
FMK

Verus Capital Partners’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History

Verus Capital Partners’s Portfolio FMK Stock Details FMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$21K Hold
707
– – 0.01% 803
2019
Q4 		$27K Buy
+707
New +$26.2K 0.01% 788

Other funds holding FMK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

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

Verus Capital Partners held its First Trust Mega Cap AlphaDEX Fund (FMK) position steady in Q1 2020 at 707 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #803.

Verus Capital Partners first reported a position in FMK in Q4 2019 and has held it in 2 quarters since. The position peaked at $27K in Q4 2019. 19 funds tracked by Wall St. Rank hold FMK as of Q1 2020.

  • Verus Capital Partners held 707 shares of First Trust Mega Cap AlphaDEX Fund worth $21K as of Q1 2020.
  • Verus Capital Partners left its First Trust Mega Cap AlphaDEX Fund share count unchanged in Q1 2020.
  • First Trust Mega Cap AlphaDEX Fund made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #803 holding.
  • Verus Capital Partners first reported a position in First Trust Mega Cap AlphaDEX Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's First Trust Mega Cap AlphaDEX Fund position peaked at $27K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held First Trust Mega Cap AlphaDEX Fund as of Q1 2020.

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