Cyndeo Wealth Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Cyndeo Wealth Partners’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 Q3	–	Sell	-5,154	Closed	-$567K	–	487
2025 Q2	$567K	Hold	5,154	–	–	0.03%	291
2025 Q1	$528K	Hold	5,154	–	–	0.03%	288
2024 Q4	$538K	Hold	5,154	–	–	0.04%	286
2024 Q3	$537K	Hold	5,154	–	–	0.04%	287
2024 Q2	$500K	Hold	5,154	–	–	0.04%	282
2024 Q1	$511K	Hold	5,154	–	–	0.04%	261
2023 Q4	$465K	Hold	5,154	–	–	0.04%	257
2023 Q3	$418K	Hold	5,154	–	–	0.04%	236
2023 Q2	$433K	Buy	+5,154	New	+$414K	0.05%	226

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Cyndeo Wealth Partners's FEX Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2025, closing a stake of 5,154 shares — an estimated $567K sold.

Cyndeo Wealth Partners first reported a position in FEX in Q2 2023 and held it in 9 quarters. The position peaked at $567K in Q2 2025. 208 funds tracked by Wall St. Rank hold FEX as of Q3 2025.

Cyndeo Wealth Partners reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 5,154 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2025, an estimated $567K.
Cyndeo Wealth Partners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2023 and held it in 9 quarters.
Cyndeo Wealth Partners's First Trust Large Cap Core AlphaDEX Fund position peaked at $567K in Q2 2025.
208 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.