HUB Investment Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

HUB Investment Partners’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
2025 Q2	–	Sell	-3,300	Closed	-$338K	–	742
2025 Q1	$338K	Hold	3,300	–	–	0.01%	416
2024 Q4	$344K	Buy	+3,300	New	+$354K	0.01%	373

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

HUB Investment Partners's FEX Position: Q2 2025 in Review

HUB Investment Partners sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2025, closing a stake of 3,300 shares — an estimated $338K sold.

HUB Investment Partners first reported a position in FEX in Q4 2024 and held it in 2 quarters. The position peaked at $344K in Q4 2024. 208 funds tracked by Wall St. Rank hold FEX as of Q2 2025.

HUB Investment Partners reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
HUB Investment Partners sold 3,300 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2025, an estimated $338K.
HUB Investment Partners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2024 and held it in 2 quarters.
HUB Investment Partners's First Trust Large Cap Core AlphaDEX Fund position peaked at $344K in Q4 2024.
208 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2025.

Based on HUB Investment Partners's 13F filing for Q2 2025, filed 14 Aug 2025.