Creative Financial Designs’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Creative Financial Designs’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	$20.3K	Hold	145	–	–	﹤0.01%	1287
2026 Q1	$17.7K	Buy	145 +9	+7%	+$1.11K	﹤0.01%	1238
2025 Q4	$16.1K	Buy	136 +1	+0.7%	+$117	﹤0.01%	1214
2025 Q3	$15.8K	Hold	135	–	–	﹤0.01%	1219
2025 Q2	$14.8K	Hold	135	–	–	﹤0.01%	1221
2025 Q1	$13.8K	Buy	135 +1	+0.7%	+$106	﹤0.01%	1196
2024 Q4	$14K	Hold	134	–	–	﹤0.01%	1134
2024 Q3	$13.9K	Buy	134 +1	+0.8%	+$100	﹤0.01%	1109
2024 Q2	$12.9K	Sell	133 -24	-15%	-$2.32K	﹤0.01%	1084
2024 Q1	$15.6K	Hold	157	–	–	﹤0.01%	1030
2023 Q4	$14.1K	Buy	157 +25	+19%	+$2.09K	﹤0.01%	993
2023 Q3	$10.7K	Hold	132	–	–	﹤0.01%	1010
2023 Q2	$11.1K	Buy	132 +51	+63%	+$4.09K	﹤0.01%	986
2023 Q1	$6.53K	Hold	81	–	–	﹤0.01%	1053
2022 Q4	$6.47K	Buy	81 +1	+1%	+$80	﹤0.01%	983
2022 Q3	$6K	Hold	80	–	–	﹤0.01%	995
2022 Q2	$6K	Hold	80	–	–	﹤0.01%	965
2022 Q1	$7K	Hold	80	–	–	﹤0.01%	977
2021 Q4	$7K	Buy	+80	New	+$7.22K	﹤0.01%	957
2020 Q3	–	Sell	-975	Closed	-$58K	–	1232
2020 Q2	$58K	Sell	975 -9,610	-91%	-$534K	0.02%	396
2020 Q1	$504K	Buy	10,585 +804	+8%	+$48.2K	0.26%	68
2019 Q4	$641K	Buy	9,781 +3,847	+65%	+$241K	0.29%	83
2019 Q3	$349K	Buy	5,934 +1,806	+44%	+$110K	0.19%	96
2019 Q2	$255K	Buy	+4,128	New	+$248K	0.14%	119
2017 Q2	–	Sell	-101	Closed	-$5K	–	778
2017 Q1	$5K	Buy	+101	New	+$5.13K	﹤0.01%	482

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

Creative Financial Designs's FEX Position: Q2 2026 in Review

Creative Financial Designs held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q2 2026 at 145 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Creative Financial Designs first reported a position in FEX in Q1 2017 and has held it in 25 quarters since. The position peaked at $641K in Q4 2019. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Creative Financial Designs held 145 shares of First Trust Large Cap Core AlphaDEX Fund worth $20.3K as of Q2 2026.
Creative Financial Designs left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1287 holding.
Creative Financial Designs first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2017 and has held it in 25 quarters since.
Creative Financial Designs's First Trust Large Cap Core AlphaDEX Fund position peaked at $641K in Q4 2019.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.