Hantz Financial Services’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Hantz Financial Services’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	$17K	Hold	120	–	–	﹤0.01%	1980
2026 Q1	$15K	Hold	120	–	–	﹤0.01%	1950
2025 Q4	$14K	Hold	120	–	–	﹤0.01%	1902
2025 Q3	$14K	Sell	120 -186	-61%	-$21.1K	﹤0.01%	1703
2025 Q2	$34K	Buy	+306	New	+$31.4K	﹤0.01%	1079

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

Hantz Financial Services's FEX Position: Q2 2026 in Review

Hantz Financial Services held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q2 2026 at 120 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Hantz Financial Services first reported a position in FEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $34K in Q2 2025. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Hantz Financial Services held 120 shares of First Trust Large Cap Core AlphaDEX Fund worth $17K as of Q2 2026.
Hantz Financial Services left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1980 holding.
Hantz Financial Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
Hantz Financial Services's First Trust Large Cap Core AlphaDEX Fund position peaked at $34K in Q2 2025.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.