Bessemer Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Bessemer Group’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	$278K	Hold	1,984	–	–	﹤0.01%	1319
2026 Q1	$242K	Hold	1,984	–	–	﹤0.01%	1350
2025 Q4	$235K	Hold	1,984	–	–	﹤0.01%	1326
2025 Q3	$232K	Hold	1,984	–	–	﹤0.01%	1084
2025 Q2	$218K	Buy	+1,984	New	+$204K	﹤0.01%	1073

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

Bessemer Group's FEX Position: Q2 2026 in Review

Bessemer Group held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q2 2026 at 1,984 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Bessemer Group first reported a position in FEX in Q2 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Bessemer Group held 1,984 shares of First Trust Large Cap Core AlphaDEX Fund worth $278K as of Q2 2026.
Bessemer Group left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1319 holding.
Bessemer Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.