AWE
FEX icon

Avidian Wealth Enterprises’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Avidian Wealth Enterprises’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 		$225K Hold
1,700
– – 0.01% 691
2026
Q2 		$238K Hold
1,700
– – 0.01% 653
2026
Q1 		$207K Hold
1,700
– – 0.01% 640
2025
Q4 		$202K Buy
+1,700
New +$199K 0.01% 560

Other funds holding FEX

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avidian Wealth Enterprises's FEX Position: Q3 2026 in Review

Avidian Wealth Enterprises held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q3 2026 at 1,700 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #691.

Avidian Wealth Enterprises first reported a position in FEX in Q4 2025 and has held it in 4 quarters since. The position peaked at $238K in Q2 2026. 10 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

  • Avidian Wealth Enterprises held 1,700 shares of First Trust Large Cap Core AlphaDEX Fund worth $225K as of Q3 2026.
  • Avidian Wealth Enterprises left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #691 holding.
  • Avidian Wealth Enterprises first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
  • Avidian Wealth Enterprises's First Trust Large Cap Core AlphaDEX Fund position peaked at $238K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.