Buck Wealth Strategies’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Buck Wealth Strategies’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	$90.6K	Buy	+648	New	+$85.6K	0.01%	268
2024 Q2	–	Sell	-4,833	Closed	-$480K	–	86
2024 Q1	$480K	Buy	+4,833	New	+$451K	0.16%	59

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

Buck Wealth Strategies's FEX Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026: 648 shares worth $90.6K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in FEX as recently as Q1 2024.

Buck Wealth Strategies first reported a position in FEX in Q1 2024 and has held it in 2 quarters since. The position peaked at $480K in Q1 2024. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Buck Wealth Strategies held 648 shares of First Trust Large Cap Core AlphaDEX Fund worth $90.6K as of Q2 2026.
First Trust Large Cap Core AlphaDEX Fund was a new Buck Wealth Strategies position in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #268 holding.
Buck Wealth Strategies first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2024 and has held it in 2 quarters since.
Buck Wealth Strategies's First Trust Large Cap Core AlphaDEX Fund position peaked at $480K in Q1 2024.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

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