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 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 $1.66T 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

Creative Financial Designs's FEX Position: Q1 2026 in Review

Creative Financial Designs increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 6.6% in Q1 2026, buying an estimated $1.11K and bringing the position to 145 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Creative Financial Designs first reported a position in FEX in Q1 2017 and has held it in 24 quarters since. The position peaked at $641K in Q4 2019. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Creative Financial Designs held 145 shares of First Trust Large Cap Core AlphaDEX Fund worth $17.7K as of Q1 2026.
Creative Financial Designs bought 9 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $1.11K.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1238 holding.
Creative Financial Designs first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2017 and has held it in 24 quarters since.
Creative Financial Designs's First Trust Large Cap Core AlphaDEX Fund position peaked at $641K in Q4 2019.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.