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

Brooklyn Investment 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
2025 Q3	–	Sell	-120	Closed	-$13.2K	–	1360
2025 Q2	$13.2K	Buy	+120	New	+$12.3K	﹤0.01%	2019

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

HSA

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

Brooklyn Investment Group's FEX Position: Q3 2025 in Review

Brooklyn Investment Group sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2025, closing a stake of 120 shares — an estimated $13.2K sold.

Brooklyn Investment Group first reported a position in FEX in Q2 2025 and held it in 1 quarter. The position peaked at $13.2K in Q2 2025. 208 funds tracked by Wall St. Rank hold FEX as of Q3 2025.

Brooklyn Investment Group reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Brooklyn Investment Group sold 120 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2025, an estimated $13.2K.
Brooklyn Investment Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
Brooklyn Investment Group's First Trust Large Cap Core AlphaDEX Fund position peaked at $13.2K in Q2 2025.
208 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.