Elevation Capital Advisory’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
Other funds holding FEX
MWM
Elevation Capital Advisory's FEX Position: Q2 2026 in Review
Elevation Capital Advisory increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 72% in Q2 2026, buying an estimated $4.68M and bringing the position to 84,534 shares worth $11.8M. The position accounts for 4.57% of the portfolio, ranked #4.
Elevation Capital Advisory first reported a position in FEX in Q4 2024 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.
- Elevation Capital Advisory held 84,534 shares of First Trust Large Cap Core AlphaDEX Fund worth $11.8M as of Q2 2026.
- Elevation Capital Advisory bought 35,445 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $4.68M.
- First Trust Large Cap Core AlphaDEX Fund made up 4.57% of Elevation Capital Advisory's portfolio in Q2 2026, its #4 holding.
- Elevation Capital Advisory first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2024 and has held it in 3 quarters since.
- 242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.
Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.