Apollon Financial’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Apollon Financial’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 Q3	$325K	Buy	2,453 +1	+0%	+$137	0.04%	254
2026 Q2	$343K	Sell	2,452 -974	-28%	-$129K	0.04%	241
2026 Q1	$418K	Sell	3,426 -583	-15%	-$72.2K	0.06%	200
2025 Q4	$476K	Buy	4,009 +1	+0%	+$117	0.07%	179
2025 Q3	$468K	Buy	4,008 +2	+0%	+$227	0.08%	160
2025 Q2	$441K	Sell	4,006 -174	-4%	-$17.9K	0.09%	153
2025 Q1	$428K	Hold	4,180	–	–	0.1%	145
2024 Q4	$436K	Buy	4,180 +450	+12%	+$48.3K	0.11%	126
2024 Q3	$389K	Hold	3,730	–	–	0.11%	114
2024 Q2	$362K	Hold	3,730	–	–	0.12%	104
2024 Q1	$370K	Hold	3,730	–	–	0.13%	107
2023 Q4	$336K	Buy	+3,730	New	+$312K	0.13%	106

Other funds holding FEX

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Apollon Financial's FEX Position: Q3 2026 in Review

Apollon Financial increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.04% in Q3 2026, buying an estimated $137 and bringing the position to 2,453 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #254.

Apollon Financial first reported a position in FEX in Q4 2023 and has held it in 12 quarters since. The position peaked at $476K in Q4 2025. 50 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

Apollon Financial held 2,453 shares of First Trust Large Cap Core AlphaDEX Fund worth $325K as of Q3 2026.
Apollon Financial bought 1 First Trust Large Cap Core AlphaDEX Fund share in Q3 2026, an estimated $137.
First Trust Large Cap Core AlphaDEX Fund made up 0.04% of Apollon Financial's portfolio in Q3 2026, its #254 holding.
Apollon Financial first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2023 and has held it in 12 quarters since.
Apollon Financial's First Trust Large Cap Core AlphaDEX Fund position peaked at $476K in Q4 2025.
50 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on Apollon Financial's 13F filing for Q3 2026, filed 23 Oct 2026.