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Action Point Financial Planning’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$1.46M Buy
+10,476
New +$1.38M 0.15% 133

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's FEX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026: 10,476 shares worth $1.46M. The stake represents 0.15% of the portfolio and ranks #133 among its holdings.

242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

  • Action Point Financial Planning held 10,476 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.46M as of Q2 2026.
  • First Trust Large Cap Core AlphaDEX Fund was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.15% of Action Point Financial Planning's portfolio in Q2 2026, its #133 holding.
  • 242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.