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

Arkos Global 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	$611K	Buy	4,368 +9	+0.2%	+$1.19K	0.07%	69
2026 Q1	$532K	Hold	4,359	–	–	0.07%	71
2025 Q4	$517K	Sell	4,359 -30	-0.7%	-$3.52K	0.07%	71
2025 Q3	$513K	Sell	4,389 -1,799	-29%	-$204K	0.07%	85
2025 Q2	$680K	Sell	6,188 -226	-4%	-$23.2K	0.09%	57
2025 Q1	$657K	Hold	6,414	–	–	0.1%	58
2024 Q4	$669K	Hold	6,414	–	–	0.1%	57
2024 Q3	$668K	Sell	6,414 -4	-0.1%	-$399	0.1%	58
2024 Q2	$622K	Hold	6,418	–	–	0.1%	59
2024 Q1	$637K	Hold	6,418	–	–	0.11%	61
2023 Q4	$579K	Hold	6,418	–	–	0.11%	53
2023 Q3	$520K	Sell	6,418 -298	-4%	-$25.2K	0.11%	47
2023 Q2	$564K	Sell	6,716 -229	-3%	-$18.4K	0.11%	49
2023 Q1	$559K	Sell	6,945 -25	-0.4%	-$2.05K	0.11%	50
2022 Q4	$558K	Hold	6,970	–	–	0.14%	45
2022 Q3	$503K	Sell	6,970 -38	-0.5%	-$3.02K	0.15%	39
2022 Q2	$533K	Sell	7,008 -589	-8%	-$48.7K	0.15%	36
2022 Q1	$671K	Sell	7,597 -432	-5%	-$37.7K	0.18%	35
2021 Q4	$741K	Sell	8,029 -61	-0.8%	-$5.5K	0.23%	30
2021 Q3	$690K	Sell	8,090 -430	-5%	-$37.6K	0.23%	28
2021 Q2	$732K	Sell	8,520 -82	-1%	-$6.9K	0.25%	27
2021 Q1	$689K	Sell	8,602 -67	-0.8%	-$5.21K	0.26%	28
2020 Q4	$637K	Sell	8,669 -25	-0.3%	-$1.72K	0.26%	29
2020 Q3	$550K	Sell	8,694 -55	-0.6%	-$3.45K	0.25%	34
2020 Q2	$521K	Buy	+8,749	New	+$486K	0.27%	41

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

Arkos Global Advisors's FEX Position: Q2 2026 in Review

Arkos Global Advisors increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.21% in Q2 2026, buying an estimated $1.19K and bringing the position to 4,368 shares worth $611K. The position accounts for 0.07% of the portfolio, ranked #69.

Arkos Global Advisors first reported a position in FEX in Q2 2020 and has held it in 25 quarters since. The position peaked at $741K in Q4 2021. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Arkos Global Advisors held 4,368 shares of First Trust Large Cap Core AlphaDEX Fund worth $611K as of Q2 2026.
Arkos Global Advisors bought 9 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $1.19K.
First Trust Large Cap Core AlphaDEX Fund made up 0.07% of Arkos Global Advisors's portfolio in Q2 2026, its #69 holding.
Arkos Global Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2020 and has held it in 25 quarters since.
Arkos Global Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $741K in Q4 2021.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

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