FFA
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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
Q3 		$116K Buy
873
+200
+30% +$27.4K ﹤0.01% 2744
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

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's FEX Position: Q3 2026 in Review

Farther Finance Advisors increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 30% in Q3 2026, buying an estimated $27.4K and bringing the position to 873 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

Farther Finance Advisors first reported a position in FEX in Q1 2025 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

  • Farther Finance Advisors held 873 shares of First Trust Large Cap Core AlphaDEX Fund worth $116K as of Q3 2026.
  • Farther Finance Advisors bought 200 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $27.4K.
  • First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2744 holding.
  • Farther Finance Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2025 and has held it in 7 quarters since.
  • 10 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.