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 Q2	$295K	Hold	2,109	–	–	0.11%	142
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 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

BlueChip Wealth Advisors's FEX Position: Q2 2026 in Review

BlueChip Wealth Advisors held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q2 2026 at 2,109 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #142.

BlueChip Wealth Advisors first reported a position in FEX in Q4 2023 and has held it in 11 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

BlueChip Wealth Advisors held 2,109 shares of First Trust Large Cap Core AlphaDEX Fund worth $295K as of Q2 2026.
BlueChip Wealth Advisors left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.11% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #142 holding.
BlueChip Wealth Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.