Focus Partners Wealth’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Focus Partners Wealth’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 Q1	$1.51M	Buy	12,388 +650	+6%	+$80.5K	﹤0.01%	1438
2025 Q4	$1.39M	Buy	+11,738	New	+$1.38M	﹤0.01%	1484

Other funds holding FEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth's FEX Position: Q1 2026 in Review

Focus Partners Wealth increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 5.5% in Q1 2026, buying an estimated $80.5K and bringing the position to 12,388 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Focus Partners Wealth first reported a position in FEX in Q4 2025 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Focus Partners Wealth held 12,388 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.51M as of Q1 2026.
Focus Partners Wealth bought 650 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $80.5K.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1438 holding.
Focus Partners Wealth first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.