WealthShield Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

WealthShield Partners’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
2021 Q2	–	Sell	-500	Closed	-$40K	–	898
2021 Q1	$40K	Buy	+500	New	+$38.8K	0.01%	500

Other funds holding FEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthShield Partners's FEX Position: Q2 2021 in Review

WealthShield Partners sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2021, closing a stake of 500 shares — an estimated $40K sold.

WealthShield Partners first reported a position in FEX in Q1 2021 and held it in 1 quarter. The position peaked at $40K in Q1 2021. 154 funds tracked by Wall St. Rank hold FEX as of Q2 2021.

WealthShield Partners reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 500 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2021, an estimated $40K.
WealthShield Partners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2021 and held it in 1 quarter.
WealthShield Partners's First Trust Large Cap Core AlphaDEX Fund position peaked at $40K in Q1 2021.
154 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.