Hershey Financial Advisers’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Hershey Financial Advisers’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	$1.61M	Buy	+13,231	New	+$1.64M	1.39%	26
2025 Q4	–	Sell	-8,811	Closed	-$1.03M	–	86
2025 Q3	$1.03M	Sell	8,811 -5,356	-38%	-$608K	0.88%	50
2025 Q2	$1.56M	Buy	+14,167	New	+$1.46M	1.39%	31
2024 Q2	–	Hold	0	–	–	–	155

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

Hershey Financial Advisers's FEX Position: Q1 2026 in Review

Hershey Financial Advisers opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2026: 13,231 shares worth $1.61M. The stake represents 1.39% of the portfolio and ranks #26 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in FEX as recently as Q3 2025.

Hershey Financial Advisers first reported a position in FEX in Q2 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Hershey Financial Advisers held 13,231 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.61M as of Q1 2026.
First Trust Large Cap Core AlphaDEX Fund was a new Hershey Financial Advisers position in Q1 2026.
First Trust Large Cap Core AlphaDEX Fund made up 1.39% of Hershey Financial Advisers's portfolio in Q1 2026, its #26 holding.
Hershey Financial Advisers first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2025 and has held it in 3 quarters since.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.