Benjamin Edwards Inc’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Benjamin Edwards Inc’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	$2.17M	Buy	+15,476	New	+$2.04M	0.02%	550
2026 Q1	–	Sell	-20,477	Closed	-$2.43M	–	1378
2025 Q4	$2.43M	Sell	20,477 -5,073	-20%	-$595K	0.03%	452
2025 Q3	$2.99M	Sell	25,550 -3,363	-12%	-$382K	0.03%	412
2025 Q2	$3.18M	Sell	28,913 -21,774	-43%	-$2.24M	0.04%	359
2025 Q1	$5.19M	Buy	50,687 +4,509	+10%	+$478K	0.07%	256
2024 Q4	$4.82M	Sell	46,178 -3,958	-8%	-$424K	0.07%	265
2024 Q3	$5.23M	Buy	+50,136	New	+$5M	0.08%	259

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

Benjamin Edwards Inc's FEX Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026: 15,476 shares worth $2.17M. The stake represents 0.02% of the portfolio and ranks #550 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in FEX as recently as Q4 2025.

Benjamin Edwards Inc first reported a position in FEX in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.23M in Q3 2024. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Benjamin Edwards Inc held 15,476 shares of First Trust Large Cap Core AlphaDEX Fund worth $2.17M as of Q2 2026.
First Trust Large Cap Core AlphaDEX Fund was a new Benjamin Edwards Inc position in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #550 holding.
Benjamin Edwards Inc first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's First Trust Large Cap Core AlphaDEX Fund position peaked at $5.23M in Q3 2024.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.