CIBC Private Wealth Group
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CIBC Private Wealth Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

CIBC Private Wealth 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
Q4 		$63.4K Buy
534
+2
+0.4% +$234 ﹤0.01% 1691
2025
Q3 		$62.2K Buy
+532
New +$60.4K ﹤0.01% 1694

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 $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
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

CIBC Private Wealth Group's FEX Position: Q4 2025 in Review

CIBC Private Wealth Group increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.38% in Q4 2025, buying an estimated $234 and bringing the position to 534 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

CIBC Private Wealth Group first reported a position in FEX in Q3 2025 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold FEX as of Q4 2025.

  • CIBC Private Wealth Group held 534 shares of First Trust Large Cap Core AlphaDEX Fund worth $63.4K as of Q4 2025.
  • CIBC Private Wealth Group bought 2 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2025, an estimated $234.
  • First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1691 holding.
  • CIBC Private Wealth Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2025 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.