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

Avior 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
2025 Q1	–	Sell	-494	Closed	-$51.5K	–	1283
2024 Q4	$51.5K	Hold	494	–	–	﹤0.01%	1136
2024 Q3	$51.5K	Hold	494	–	–	﹤0.01%	1105
2024 Q2	$47.9K	Sell	494 -617	-56%	-$59.6K	﹤0.01%	1099
2024 Q1	$110K	Buy	1,111 +617	+125%	+$57.6K	0.01%	923
2023 Q4	$44.5K	Sell	494 -64	-11%	-$5.35K	﹤0.01%	745
2023 Q3	$45.3K	Hold	558	–	–	﹤0.01%	778
2023 Q2	$46.9K	Hold	558	–	–	﹤0.01%	777
2023 Q1	$44.9K	Buy	558 +64	+13%	+$5.25K	﹤0.01%	795
2022 Q4	$39.6K	Hold	494	–	–	﹤0.01%	659
2022 Q3	$35K	Hold	494	–	–	﹤0.01%	659
2022 Q2	$37K	Hold	494	–	–	﹤0.01%	611
2022 Q1	$43K	Sell	494 -917	-65%	-$80K	﹤0.01%	617
2021 Q4	$130K	Buy	+1,411	New	+$127K	0.01%	476

Other funds holding FEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avior Wealth Management's FEX Position: Q1 2025 in Review

Avior Wealth Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2025, closing a stake of 494 shares — an estimated $51.5K sold.

Avior Wealth Management first reported a position in FEX in Q4 2021 and held it in 13 quarters. The position peaked at $130K in Q4 2021. 197 funds tracked by Wall St. Rank hold FEX as of Q1 2025.

Avior Wealth Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 494 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2025, an estimated $51.5K.
Avior Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and held it in 13 quarters.
Avior Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $130K in Q4 2021.
197 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.