HHM Wealth Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

HHM Wealth Advisors’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	$280K	Hold	2,000	–	–	0.03%	177
2026 Q1	$244K	Hold	2,000	–	–	0.03%	172
2025 Q4	$237K	Hold	2,000	–	–	0.03%	175
2025 Q3	$234K	Hold	2,000	–	–	0.03%	184
2025 Q2	$220K	Hold	2,000	–	–	0.03%	187
2025 Q1	$205K	Hold	2,000	–	–	0.03%	179
2024 Q4	$209K	Hold	2,000	–	–	0.03%	181
2024 Q3	$208K	Hold	2,000	–	–	0.03%	163
2024 Q2	$194K	Hold	2,000	–	–	0.03%	174
2024 Q1	$198K	Hold	2,000	–	–	0.03%	148
2023 Q4	$180K	Hold	2,000	–	–	0.03%	148
2023 Q3	$162K	Hold	2,000	–	–	0.03%	145
2023 Q2	$168K	Hold	2,000	–	–	0.03%	150
2023 Q1	$161K	Hold	2,000	–	–	0.03%	148
2022 Q4	$160K	Hold	2,000	–	–	0.04%	134
2022 Q3	$144K	Hold	2,000	–	–	0.04%	131
2022 Q2	$152K	Hold	2,000	–	–	0.04%	151
2022 Q1	$177K	Hold	2,000	–	–	0.04%	154
2021 Q4	$185K	Hold	2,000	–	–	0.04%	144
2021 Q3	$171K	Hold	2,000	–	–	0.05%	142
2021 Q2	$172K	Hold	2,000	–	–	0.05%	152
2021 Q1	$160K	Hold	2,000	–	–	0.05%	139
2020 Q4	$147K	Hold	2,000	–	–	0.05%	128
2020 Q3	$126K	Hold	2,000	–	–	0.05%	127
2020 Q2	$119K	Hold	2,000	–	–	0.05%	117
2020 Q1	$95K	Buy	+2,000	New	+$120K	0.05%	122

Other funds holding FEX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $328M AUM 24.93% 1-Year Est. Return

HHM Wealth Advisors's FEX Position: Q2 2026 in Review

HHM Wealth Advisors held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q2 2026 at 2,000 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #177.

HHM Wealth Advisors first reported a position in FEX in Q1 2020 and has held it in 26 quarters since. 58 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

HHM Wealth Advisors held 2,000 shares of First Trust Large Cap Core AlphaDEX Fund worth $280K as of Q2 2026.
HHM Wealth Advisors left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #177 holding.
HHM Wealth Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2020 and has held it in 26 quarters since.
58 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.