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Winslow Evans & Crocker’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Winslow Evans & Crocker’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
2019
Q2 		– Sell
-426
Closed -$26K – 1211
2019
Q1 		$26K Hold
426
– – 0.01% 615
2018
Q4 		$24K Sell
426
-250
-37% -$14.2K 0.01% 601
2018
Q3 		$44K Sell
676
-530
-44% -$32.6K 0.01% 506
2018
Q2 		$72K Hold
1,206
– – 0.02% 429
2018
Q1 		$70.4K Sell
1,206
-700
-37% -$41.9K 0.02% 417
2017
Q4 		$112K Sell
1,906
-124
-6% -$7.05K 0.04% 348
2017
Q3 		$111K Sell
2,030
-5,180
-72% -$279K 0.04% 343
2017
Q2 		$383K Sell
7,210
-80
-1% -$4.19K 0.11% 212
2017
Q1 		$376K Sell
7,290
-1,470
-17% -$74.7K 0.12% 181
2016
Q4 		$427K Sell
8,760
-1,770
-17% -$84.1K 0.13% 161
2016
Q3 		$492K Sell
10,530
-1,140
-10% -$53.1K 0.14% 154
2016
Q2 		$526K Sell
11,670
-3,821
-25% -$170K 0.16% 144
2016
Q1 		$691K Sell
15,491
-1
-0% -$42 0.21% 103
2015
Q4 		$670K Buy
15,492
+230
+2% +$10.1K 0.19% 120
2015
Q3 		$638K Buy
15,262
+1,150
+8% +$51.2K 0.2% 116
2015
Q2 		$647K Sell
14,112
-1,220
-8% -$57.3K 0.18% 134
2015
Q1 		$714K Buy
15,332
+4,496
+41% +$207K 0.2% 111
2014
Q4 		$494K Buy
10,836
+8,684
+404% +$385K 0.14% 158
2014
Q3 		$93.6K Buy
2,152
+1
+0% +$44 0.03% 434
2014
Q2 		$95.3K Buy
2,151
+60
+3% +$2.56K 0.03% 371
2014
Q1 		$88.1K Buy
2,091
+50
+2% +$2.05K 0.03% 377
2013
Q4 		$84K Buy
+2,041
New +$80.6K 0.03% 412

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winslow Evans & Crocker's FEX Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2019, closing a stake of 426 shares — an estimated $26K sold.

Winslow Evans & Crocker first reported a position in FEX in Q4 2013 and held it in 22 quarters. The position peaked at $714K in Q1 2015. 142 funds tracked by Wall St. Rank hold FEX as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 426 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2019, an estimated $26K.
  • Winslow Evans & Crocker first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2013 and held it in 22 quarters.
  • Winslow Evans & Crocker's First Trust Large Cap Core AlphaDEX Fund position peaked at $714K in Q1 2015.
  • 142 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.