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Decker Retirement Planning’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Decker Retirement Planning’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 		$34K Buy
+243
New +$32.1K 0.01% 137

Other funds holding FEX

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

Decker Retirement Planning's FEX Position: Q2 2026 in Review

Decker Retirement Planning opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026: 243 shares worth $34K. The stake represents 0.01% of the portfolio and ranks #137 among its holdings.

91 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

  • Decker Retirement Planning held 243 shares of First Trust Large Cap Core AlphaDEX Fund worth $34K as of Q2 2026.
  • First Trust Large Cap Core AlphaDEX Fund was a new Decker Retirement Planning position in Q2 2026.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #137 holding.
  • 91 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.