Claro Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Claro 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	$209K	Buy	1,714 +3	+0.2%	+$372	0.03%	482
2025 Q4	$203K	Buy	+1,711	New	+$201K	0.03%	410
2019 Q1	–	Sell	-912	Closed	-$57K	–	429
2018 Q4	$57K	Buy	+912	New	+$51.9K	0.05%	316

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

HSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Claro Advisors's FEX Position: Q1 2026 in Review

Claro Advisors increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.18% in Q1 2026, buying an estimated $372 and bringing the position to 1,714 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #482.

Claro Advisors first reported a position in FEX in Q4 2018 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Claro Advisors held 1,714 shares of First Trust Large Cap Core AlphaDEX Fund worth $209K as of Q1 2026.
Claro Advisors bought 3 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $372.
First Trust Large Cap Core AlphaDEX Fund made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #482 holding.
Claro Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2018 and has held it in 3 quarters since.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.