Abich Financial Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Abich Financial Wealth Management’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
2025 Q3	$1.4K	Buy	+12	New	+$1.36K	﹤0.01%	597

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Abich Financial Wealth Management's FEX Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2025: 12 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings.

208 funds tracked by Wall St. Rank hold FEX as of Q3 2025.

Abich Financial Wealth Management held 12 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.4K as of Q3 2025.
First Trust Large Cap Core AlphaDEX Fund was a new Abich Financial Wealth Management position in Q3 2025.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #597 holding.
208 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.