Focus Financial Network’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Focus Financial Network’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	$1.92M	Sell	14,478 -257	-2%	-$35.2K	0.06%	234
2026 Q2	$2.06M	Sell	14,735 -48	-0.3%	-$6.34K	0.06%	238
2026 Q1	$1.8M	Sell	14,783 -235	-2%	-$29.1K	0.06%	230
2025 Q4	$1.78M	Buy	15,018 +15	+0.1%	+$1.76K	0.06%	233
2025 Q3	$1.75M	Sell	15,003 -914	-6%	-$104K	0.06%	229
2025 Q2	$1.75M	Sell	15,917 -108	-0.7%	-$11.1K	0.07%	206
2025 Q1	$1.64M	Sell	16,025 -34	-0.2%	-$3.6K	0.07%	212
2024 Q4	$1.67M	Sell	16,059 -25	-0.2%	-$2.68K	0.07%	204
2024 Q3	$1.68M	Sell	16,084 -626	-4%	-$62.4K	0.07%	205
2024 Q2	$1.67M	Sell	16,710 -3,895	-19%	-$376K	0.07%	200
2024 Q1	$1.93M	Sell	20,605 -1,153	-5%	-$108K	0.09%	160
2023 Q4	$1.96M	Buy	21,758 +215	+1%	+$18K	0.07%	211
2023 Q3	$1.75M	Sell	21,543 -55	-0.3%	-$4.64K	0.1%	159
2023 Q2	$1.81M	Buy	21,598 +40	+0.2%	+$3.21K	0.1%	159
2023 Q1	$1.74M	Buy	21,558 +84	+0.4%	+$6.89K	0.11%	156
2022 Q4	$1.72M	Buy	21,474 +69	+0.3%	+$5.51K	0.14%	130
2022 Q3	$1.55M	Sell	21,405 -635	-3%	-$50.5K	0.13%	135
2022 Q2	$1.68M	Sell	22,040 -127	-0.6%	-$10.5K	0.14%	129
2022 Q1	$1.96M	Buy	+22,167	New	+$1.93M	0.14%	130
2021 Q1	–	Sell	-23,149	Closed	-$1.7M	–	430
2020 Q4	$1.7M	Sell	23,149 -1,859	-7%	-$128K	0.15%	126
2020 Q3	$1.58M	Sell	25,008 -2,625	-9%	-$165K	0.15%	135
2020 Q2	$1.65M	Sell	27,633 -2,030	-7%	-$113K	0.18%	115
2020 Q1	$1.41M	Buy	29,663 +40	+0.1%	+$2.4K	0.19%	112
2019 Q4	$1.93M	Sell	29,623 -17	-0.1%	-$1.06K	0.24%	95
2019 Q3	$1.81M	Sell	29,640 -717	-2%	-$43.7K	0.25%	88
2019 Q2	$1.86M	Buy	30,357 +31	+0.1%	+$1.86K	0.28%	74
2019 Q1	$1.8M	Buy	+30,326	New	+$1.74M	0.29%	70

Other funds holding FEX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

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

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Farrell Financial Orchard Park, New York $187M AUM 11.39% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Focus Financial Network's FEX Position: Q3 2026 in Review

Focus Financial Network reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 1.7% in Q3 2026, selling an estimated $35.2K and leaving 14,478 shares worth $1.92M. The position accounts for 0.06% of the portfolio, ranked #234.

Focus Financial Network first reported a position in FEX in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.06M in Q2 2026. 33 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

Focus Financial Network held 14,478 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.92M as of Q3 2026.
Focus Financial Network sold 257 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $35.2K.
First Trust Large Cap Core AlphaDEX Fund made up 0.06% of Focus Financial Network's portfolio in Q3 2026, its #234 holding.
Focus Financial Network first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2019 and has held it in 27 quarters since.
Focus Financial Network's First Trust Large Cap Core AlphaDEX Fund position peaked at $2.06M in Q2 2026.
33 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.