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Westwood Holdings Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Westwood Holdings Group’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
2023
Q1 		– Sell
-333
Closed -$27K – 527
2022
Q4 		$27K Buy
+333
New +$26.6K ﹤0.01% 535

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westwood Holdings Group's FEX Position: Q1 2023 in Review

Westwood Holdings Group sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2023, closing a stake of 333 shares — an estimated $27K sold.

Westwood Holdings Group first reported a position in FEX in Q4 2022 and held it in 1 quarter. The position peaked at $27K in Q4 2022. 178 funds tracked by Wall St. Rank hold FEX as of Q1 2023.

  • Westwood Holdings Group reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 333 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2023, an estimated $27K.
  • Westwood Holdings Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Westwood Holdings Group's First Trust Large Cap Core AlphaDEX Fund position peaked at $27K in Q4 2022.
  • 178 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.