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Hills Bank & Trust’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Hills Bank & Trust’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 		$104K Hold
850
– – 0.01% 350
2025
Q4 		$101K Buy
+850
New +$99.6K 0.01% 337

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hills Bank & Trust's FEX Position: Q1 2026 in Review

Hills Bank & Trust held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q1 2026 at 850 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #350.

Hills Bank & Trust first reported a position in FEX in Q4 2025 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

  • Hills Bank & Trust held 850 shares of First Trust Large Cap Core AlphaDEX Fund worth $104K as of Q1 2026.
  • Hills Bank & Trust left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.01% of Hills Bank & Trust's portfolio in Q1 2026, its #350 holding.
  • Hills Bank & Trust first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • 228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Hills Bank & Trust's 13F filing for Q1 2026, filed 1 May 2026.