Financial Partners Group (Kansas)’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Financial Partners Group (Kansas)’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	$391K	Buy	2,796 +2	+0.1%	+$264	0.04%	173
2026 Q1	$341K	Buy	2,794 +3	+0.1%	+$372	0.04%	167
2025 Q4	$344K	Buy	2,791 +4	+0.1%	+$469	0.04%	172
2025 Q3	$326K	Buy	2,787 +3	+0.1%	+$341	0.04%	169
2025 Q2	$306K	Buy	2,784 +3	+0.1%	+$308	0.04%	157
2025 Q1	$285K	Buy	2,781 +4	+0.1%	+$424	0.04%	149
2024 Q4	$290K	Buy	2,777 +5	+0.2%	+$536	0.04%	143
2024 Q3	$289K	Buy	2,772 +3	+0.1%	+$299	0.04%	144
2024 Q2	$269K	Buy	2,769 +3	+0.1%	+$290	0.04%	145
2024 Q1	$274K	Buy	2,766 +3	+0.1%	+$280	0.04%	147
2023 Q4	$249K	Buy	2,763 +5	+0.2%	+$418	0.04%	144
2023 Q3	$222K	Buy	2,758 +4	+0.1%	+$338	0.05%	144
2023 Q2	$236K	Buy	2,754 +4	+0.1%	+$321	0.05%	137
2023 Q1	$221K	Buy	2,750 +4	+0.1%	+$328	0.05%	151
2022 Q4	$235K	Buy	+2,746	New	+$219K	0.05%	147
2022 Q3	–	Sell	-2,734	Closed	-$208K	–	148
2022 Q2	$208K	Buy	2,734 +4	+0.1%	+$331	0.05%	140
2022 Q1	$241K	Buy	2,730 +2	+0.1%	+$174	0.05%	145
2021 Q4	$237K	Buy	2,728 +4	+0.1%	+$361	0.05%	149
2021 Q3	$232K	Buy	2,724 +2	+0.1%	+$175	0.05%	146
2021 Q2	$234K	Buy	2,722 +3	+0.1%	+$252	0.06%	134
2021 Q1	$218K	Buy	2,719 +1	+0%	+$78	0.06%	136
2020 Q4	$209K	Buy	+2,718	New	+$187K	0.06%	123
2020 Q1	–	Sell	-3,199	Closed	-$209K	–	72
2019 Q4	$209K	Buy	+3,199	New	+$200K	0.08%	75
2018 Q4	–	Sell	-14,585	Closed	-$910K	–	78
2018 Q3	$910K	Sell	14,585 -1,861	-11%	-$115K	0.59%	33
2018 Q2	$975K	Buy	16,446 +2	+0%	+$119	0.72%	31
2018 Q1	$960K	Hold	16,444	–	–	0.75%	32
2017 Q4	$963K	Buy	+16,444	New	+$936K	0.76%	32

Other funds holding FEX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Partners Group (Kansas)'s FEX Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.07% in Q2 2026, buying an estimated $264 and bringing the position to 2,796 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #173.

Financial Partners Group (Kansas) first reported a position in FEX in Q4 2017 and has held it in 27 quarters since. The position peaked at $975K in Q2 2018. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Financial Partners Group (Kansas) held 2,796 shares of First Trust Large Cap Core AlphaDEX Fund worth $391K as of Q2 2026.
Financial Partners Group (Kansas) bought 2 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $264.
First Trust Large Cap Core AlphaDEX Fund made up 0.04% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #173 holding.
Financial Partners Group (Kansas) first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2017 and has held it in 27 quarters since.
Financial Partners Group (Kansas)'s First Trust Large Cap Core AlphaDEX Fund position peaked at $975K in Q2 2018.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.