GI
FEX icon

GAMMA Investing’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

GAMMA Investing’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 		$46.4K Hold
350
– – ﹤0.01% 2418
2026
Q2 		$49K Hold
350
– – ﹤0.01% 2306
2026
Q1 		$42.7K Buy
+350
New +$43.4K ﹤0.01% 2284

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing's FEX Position: Q3 2026 in Review

GAMMA Investing held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q3 2026 at 350 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

GAMMA Investing first reported a position in FEX in Q1 2026 and has held it in 3 quarters since. The position peaked at $49K in Q2 2026. 10 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

  • GAMMA Investing held 350 shares of First Trust Large Cap Core AlphaDEX Fund worth $46.4K as of Q3 2026.
  • GAMMA Investing left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2418 holding.
  • GAMMA Investing first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2026 and has held it in 3 quarters since.
  • GAMMA Investing's First Trust Large Cap Core AlphaDEX Fund position peaked at $49K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.