Ancora Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Ancora Advisors’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	$1.25M	Sell	8,970 -697	-7%	-$92.1K	0.02%	392
2026 Q1	$1.18M	Sell	9,667 -300	-3%	-$37.2K	0.03%	371
2025 Q4	$1.18M	Hold	9,967	–	–	0.02%	373
2025 Q3	$1.16M	Hold	9,967	–	–	0.02%	393
2025 Q2	$1.1M	Sell	9,967 -150	-1%	-$15.4K	0.02%	385
2025 Q1	$1.04M	Hold	10,117	–	–	0.02%	386
2024 Q4	$1.06M	Hold	10,117	–	–	0.02%	386
2024 Q3	$1.05M	Sell	10,117 -200	-2%	-$19.9K	0.02%	375
2024 Q2	$1M	Sell	10,317 -52	-0.5%	-$5.02K	0.02%	379
2024 Q1	$1.03M	Hold	10,369	–	–	0.02%	378
2023 Q4	$935K	Sell	10,369 -915	-8%	-$76.5K	0.02%	389
2023 Q3	$915K	Hold	11,284	–	–	0.02%	369
2023 Q2	$948K	Sell	11,284 -684	-6%	-$54.9K	0.02%	357
2023 Q1	$963K	Hold	11,968	–	–	0.03%	357
2022 Q4	$958K	Sell	11,968 -250	-2%	-$20K	0.03%	364
2022 Q3	$882K	Sell	12,218 -741	-6%	-$59K	0.03%	380
2022 Q2	$986K	Hold	12,959	–	–	0.03%	370
2022 Q1	$1.14M	Hold	12,959	–	–	0.03%	372
2021 Q4	$1.2M	Sell	12,959 -130	-1%	-$11.7K	0.03%	360
2021 Q3	$1.12M	Buy	13,089 +1,150	+10%	+$101K	0.03%	368
2021 Q2	$1.02M	Sell	11,939 -60	-0.5%	-$5.05K	0.03%	391
2021 Q1	$961K	Sell	11,999 -651	-5%	-$50.6K	0.03%	392
2020 Q4	$929K	Hold	12,650	–	–	0.03%	363
2020 Q3	$800K	Sell	12,650 -1,485	-11%	-$93.2K	0.03%	356
2020 Q2	$841K	Sell	14,135 -500	-3%	-$27.8K	0.04%	341
2020 Q1	$697K	Sell	14,635 -2,926	-17%	-$175K	0.03%	389
2019 Q4	$1.15M	Hold	17,561	–	–	0.04%	341
2019 Q3	$1.07M	Sell	17,561 -30	-0.2%	-$1.83K	0.05%	314
2019 Q2	$1.08M	Sell	17,591 -1,846	-9%	-$111K	0.05%	278
2019 Q1	$1.16M	Sell	19,437 -975	-5%	-$56K	0.05%	283
2018 Q4	$1.06M	Hold	20,412	–	–	0.05%	278
2018 Q3	$1.27M	Sell	20,412 -2,030	-9%	-$125K	0.05%	314
2018 Q2	$1.33M	Sell	22,442 -3,136	-12%	-$187K	0.06%	289
2018 Q1	$1.49M	Buy	25,578 +1,787	+8%	+$107K	0.07%	264
2017 Q4	$1.39M	Buy	23,791 +10	+0%	+$569	0.07%	248
2017 Q3	$1.31M	Buy	23,781 +408	+2%	+$21.9K	0.08%	272
2017 Q2	$1.24M	Sell	23,373 -17,458	-43%	-$914K	0.08%	269
2017 Q1	$2.11M	Buy	40,831 +1,994	+5%	+$101K	0.14%	188
2016 Q4	$1.89M	Buy	+38,837	New	+$1.85M	0.14%	196

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

Ancora Advisors's FEX Position: Q2 2026 in Review

Ancora Advisors reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 7.2% in Q2 2026, selling an estimated $92.1K and leaving 8,970 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #392.

Ancora Advisors first reported a position in FEX in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.11M in Q1 2017. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Ancora Advisors held 8,970 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.25M as of Q2 2026.
Ancora Advisors sold 697 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $92.1K.
First Trust Large Cap Core AlphaDEX Fund made up 0.02% of Ancora Advisors's portfolio in Q2 2026, its #392 holding.
Ancora Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2016 and has held it in 39 quarters since.
Ancora Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $2.11M in Q1 2017.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.