DHJJ Financial Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

DHJJ Financial Advisors’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	$263K	Sell	2,153 -100	-4%	-$12.4K	0.09%	168
2025 Q4	$267K	Hold	2,253	–	–	0.09%	162
2025 Q3	$263K	Sell	2,253 -100	-4%	-$11.4K	0.09%	154
2025 Q2	$259K	Sell	2,353 -65	-3%	-$6.68K	0.09%	150
2025 Q1	$248K	Sell	2,418 -50	-2%	-$5.3K	0.1%	142
2024 Q4	$257K	Hold	2,468	–	–	0.1%	140
2024 Q3	$257K	Hold	2,468	–	–	0.1%	139
2024 Q2	$239K	Sell	2,468 -105	-4%	-$10.1K	0.1%	138
2024 Q1	$255K	Sell	2,573 -423	-14%	-$39.5K	0.11%	126
2023 Q4	$270K	Sell	2,996 -350	-10%	-$29.3K	0.13%	116
2023 Q3	$271K	Sell	3,346 -130	-4%	-$11K	0.14%	109
2023 Q2	$292K	Sell	3,476 -180	-5%	-$14.4K	0.15%	113
2023 Q1	$294K	Hold	3,656	–	–	0.16%	110
2022 Q4	$293K	Sell	3,656 -601	-14%	-$48K	0.17%	108
2022 Q3	$307K	Hold	4,257	–	–	0.18%	99
2022 Q2	$324K	Sell	4,257 -245	-5%	-$20.3K	0.18%	100
2022 Q1	$398K	Sell	4,502 -215	-5%	-$18.8K	0.19%	92
2021 Q4	$416K	Sell	4,717 -594	-11%	-$53.6K	0.2%	90
2021 Q3	$453K	Sell	5,311 -905	-15%	-$79.2K	0.23%	80
2021 Q2	$499K	Sell	6,216 -250	-4%	-$21K	0.26%	71
2021 Q1	$518K	Sell	6,466 -466	-7%	-$36.2K	0.3%	61
2020 Q4	$509K	Buy	+6,932	New	+$478K	0.32%	61

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

DHJJ Financial Advisors's FEX Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 4.4% in Q1 2026, selling an estimated $12.4K and leaving 2,153 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #168.

DHJJ Financial Advisors first reported a position in FEX in Q4 2020 and has held it in 22 quarters since. The position peaked at $518K in Q1 2021. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

DHJJ Financial Advisors held 2,153 shares of First Trust Large Cap Core AlphaDEX Fund worth $263K as of Q1 2026.
DHJJ Financial Advisors sold 100 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $12.4K.
First Trust Large Cap Core AlphaDEX Fund made up 0.09% of DHJJ Financial Advisors's portfolio in Q1 2026, its #168 holding.
DHJJ Financial Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2020 and has held it in 22 quarters since.
DHJJ Financial Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $518K in Q1 2021.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.