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Darwin Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Darwin Wealth Management’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 		– Sell
-6
Closed -$711 – 640
2025
Q4 		$711 Buy
+6
New +$703 ﹤0.01% 576

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Darwin Wealth Management's FEX Position: Q1 2026 in Review

Darwin Wealth Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2026, closing a stake of 6 shares — an estimated $711 sold.

Darwin Wealth Management first reported a position in FEX in Q4 2025 and held it in 1 quarter. The position peaked at $711 in Q4 2025. 229 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

  • Darwin Wealth Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Darwin Wealth Management sold 6 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $711.
  • Darwin Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Darwin Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $711 in Q4 2025.
  • 229 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.