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

Apollon 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
2026 Q3	$216K	Buy	+1,631	New	+$224K	﹤0.01%	1487
2023 Q3	–	Sell	-8,836	Closed	-$742K	–	926
2023 Q2	$742K	Buy	+8,836	New	+$709K	0.04%	486
2022 Q2	–	Sell	-2,344	Closed	-$207K	–	770
2022 Q1	$207K	Hold	2,344	–	–	0.01%	684
2021 Q4	$216K	Buy	+2,344	New	+$211K	0.02%	684

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 Wealth Management's FEX Position: Q3 2026 in Review

Apollon Wealth Management opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2026: 1,631 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in FEX as recently as Q2 2023.

Apollon Wealth Management first reported a position in FEX in Q4 2021 and has held it in 4 quarters since. The position peaked at $742K in Q2 2023. 50 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

Apollon Wealth Management held 1,631 shares of First Trust Large Cap Core AlphaDEX Fund worth $216K as of Q3 2026.
First Trust Large Cap Core AlphaDEX Fund was a new Apollon Wealth Management position in Q3 2026.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1487 holding.
Apollon Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and has held it in 4 quarters since.
Apollon Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $742K in Q2 2023.
50 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

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