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 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 $1.66T 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

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bessemer Group's FEX Position: Q1 2026 in Review

Bessemer Group held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q1 2026 at 1,984 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Bessemer Group first reported a position in FEX in Q2 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Bessemer Group held 1,984 shares of First Trust Large Cap Core AlphaDEX Fund worth $242K as of Q1 2026.
Bessemer Group left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1350 holding.
Bessemer Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2025 and has held it in 4 quarters since.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.