Asio Capital’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Asio Capital’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	$212K	Buy	+1,600	New	+$219K	0.03%	128

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

Asio Capital's FEX Position: Q3 2026 in Review

Asio Capital opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2026: 1,600 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #128 among its holdings.

50 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

Asio Capital held 1,600 shares of First Trust Large Cap Core AlphaDEX Fund worth $212K as of Q3 2026.
First Trust Large Cap Core AlphaDEX Fund was a new Asio Capital position in Q3 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.03% of Asio Capital's portfolio in Q3 2026, its #128 holding.
50 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on Asio Capital's 13F filing for Q3 2026, filed 19 Oct 2026.