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

Waverly 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
2014
Q4 		– Sell
-1,816
Closed -$79K – 508
2014
Q3 		$79K Buy
+1,816
New +$80.3K 0.04% 166

Other funds holding FEX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

Waverly Advisors's FEX Position: Q4 2014 in Review

Waverly Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2014, closing a stake of 1,816 shares — an estimated $79K sold.

Waverly Advisors first reported a position in FEX in Q3 2014 and held it in 1 quarter. The position peaked at $79K in Q3 2014. 91 funds tracked by Wall St. Rank hold FEX as of Q4 2014.

  • Waverly Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 1,816 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2014, an estimated $79K.
  • Waverly Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2014 and held it in 1 quarter.
  • Waverly Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $79K in Q3 2014.
  • 91 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.