BWA
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BlueChip Wealth Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

BlueChip Wealth Advisors’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 		$257K Hold
2,109
– – 0.11% 129
2025
Q4 		$250K Hold
2,109
– – 0.11% 141
2025
Q3 		$246K Hold
2,109
– – 0.11% 136
2025
Q2 		$232K Hold
2,109
– – 0.1% 152
2025
Q1 		$216K Hold
2,109
– – 0.11% 145
2024
Q4 		$220K Hold
2,109
– – 0.12% 127
2024
Q3 		$220K Hold
2,109
– – 0.12% 144
2024
Q2 		$205K Sell
2,109
-643
-23% -$62.1K 0.12% 135
2024
Q1 		$273K Hold
2,752
– – 0.18% 100
2023
Q4 		$248K Buy
+2,752
New +$230K 0.17% 102

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return