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 Q2	$1.79M	Sell	12,816 -415	-3%	-$54.8K	1.29%	28
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 $1.89T 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

Hershey Financial Advisers's FEX Position: Q2 2026 in Review

Hershey Financial Advisers reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 3.1% in Q2 2026, selling an estimated $54.8K and leaving 12,816 shares worth $1.79M. The position accounts for 1.29% of the portfolio, ranked #28.

Hershey Financial Advisers first reported a position in FEX in Q2 2025 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Hershey Financial Advisers held 12,816 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.79M as of Q2 2026.
Hershey Financial Advisers sold 415 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $54.8K.
First Trust Large Cap Core AlphaDEX Fund made up 1.29% of Hershey Financial Advisers's portfolio in Q2 2026, its #28 holding.
Hershey Financial Advisers first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2025 and has held it in 4 quarters since.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.