Allied Private Wealth’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Allied Private Wealth’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	$113K	Buy	+833	New	+$110K	0.07%	163

Other funds holding FEX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allied Private Wealth's FEX Position: Q2 2026 in Review

Allied Private Wealth opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026: 833 shares worth $113K. The stake represents 0.07% of the portfolio and ranks #163 among its holdings.

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

Allied Private Wealth held 833 shares of First Trust Large Cap Core AlphaDEX Fund worth $113K as of Q2 2026.
First Trust Large Cap Core AlphaDEX Fund was a new Allied Private Wealth position in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.07% of Allied Private Wealth's portfolio in Q2 2026, its #163 holding.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.