Wealthcare Capital Management’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
2015
Q2
Sell
-13,694
Closed -$638K 553
2015
Q1
$638K Buy
+13,694
New +$631K 0.08% 41

Other funds holding FEX

Wealthcare Capital Management's FEX Position: Q2 2015 in Review

Wealthcare Capital Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2015, closing a stake of 13,694 shares — an estimated $638K sold.

Wealthcare Capital Management first reported a position in FEX in Q1 2015 and held it in 1 quarter. The position peaked at $638K in Q1 2015. 95 funds tracked by Wall St. Rank hold FEX as of Q2 2015.

  • Wealthcare Capital Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 13,694 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2015, an estimated $638K.
  • Wealthcare Capital Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $638K in Q1 2015.
  • 95 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.