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 Q2	$119K	Hold	850	–	–	0.01%	360
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 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

Hills Bank & Trust's FEX Position: Q2 2026 in Review

Hills Bank & Trust held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q2 2026 at 850 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #360.

Hills Bank & Trust first reported a position in FEX in Q4 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Hills Bank & Trust held 850 shares of First Trust Large Cap Core AlphaDEX Fund worth $119K as of Q2 2026.
Hills Bank & Trust 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 Hills Bank & Trust's portfolio in Q2 2026, its #360 holding.
Hills Bank & Trust first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Hills Bank & Trust's 13F filing for Q2 2026, filed 10 Aug 2026.