Farther Finance Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Farther Finance 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 Q2	$94.1K	Sell	673 -28	-4%	-$3.7K	﹤0.01%	2743
2026 Q1	$86K	Buy	701 +28	+4%	+$3.47K	﹤0.01%	2613
2025 Q4	$79.8K	Buy	673 +550	+447%	+$64.5K	﹤0.01%	2487
2025 Q3	$14.4K	Hold	123	–	–	﹤0.01%	3242
2025 Q2	$13.5K	Hold	123	–	–	﹤0.01%	2913
2025 Q1	$12.6K	Buy	+123	New	+$13K	﹤0.01%	2624

Other funds holding FEX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Farther Finance Advisors's FEX Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 4% in Q2 2026, selling an estimated $3.7K and leaving 673 shares worth $94.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2743.

Farther Finance Advisors first reported a position in FEX in Q1 2025 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Farther Finance Advisors held 673 shares of First Trust Large Cap Core AlphaDEX Fund worth $94.1K as of Q2 2026.
Farther Finance Advisors sold 28 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $3.7K.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2743 holding.
Farther Finance Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
25 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.