IAG Wealth Partners
FEX icon

IAG Wealth Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

IAG Wealth 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
2026
Q3 		$169K Hold
1,272
– – 0.02% 138
2026
Q2 		$178K Sell
1,272
-45
-3% -$5.94K 0.02% 133
2026
Q1 		$161K Sell
1,317
-600
-31% -$74.3K 0.02% 134
2025
Q4 		$227K Sell
1,917
-70
-4% -$8.2K 0.03% 117
2025
Q3 		$232K Hold
1,987
– – 0.03% 114
2025
Q2 		$218K Hold
1,987
– – 0.03% 108
2025
Q1 		$204K Hold
1,987
– – 0.03% 107
2024
Q4 		$207K Hold
1,987
– – 0.04% 97
2024
Q3 		$207K Sell
1,987
-30
-1% -$2.99K 0.04% 96
2024
Q2 		$196K Hold
2,017
– – 0.04% 93
2024
Q1 		$200K Hold
2,017
– – 0.04% 94
2023
Q4 		$182K Sell
2,017
-230
-10% -$19.2K 0.04% 88
2023
Q3 		$182K Sell
2,247
-30
-1% -$2.53K 0.05% 80
2023
Q2 		$191K Hold
2,277
– – 0.05% 88
2023
Q1 		$183K Sell
2,277
-549
-19% -$45K 0.05% 80
2022
Q4 		$226K Buy
2,826
+455
+19% +$36.3K 0.07% 63
2022
Q3 		$171K Sell
2,371
-798
-25% -$63.5K 0.06% 66
2022
Q2 		$241K Sell
3,169
-9
-0.3% -$745 0.08% 57
2022
Q1 		$281K Sell
3,178
-45
-1% -$3.92K 0.09% 52
2021
Q4 		$298K Sell
3,223
-108
-3% -$9.7K 0.1% 49
2021
Q3 		$285K Sell
3,331
-102
-3% -$8.92K 0.1% 43
2021
Q2 		$295K Sell
3,433
-150
-4% -$12.6K 0.11% 41
2021
Q1 		$287K Sell
3,583
-395
-10% -$30.7K 0.11% 40
2020
Q4 		$293K Sell
3,978
-260
-6% -$17.9K 0.12% 41
2020
Q3 		$268K Sell
4,238
-459
-10% -$28.8K 0.12% 43
2020
Q2 		$280K Sell
4,697
-3,059
-39% -$170K 0.14% 43
2020
Q1 		$370K Sell
7,756
-3,417
-31% -$205K 0.25% 38
2019
Q4 		$729K Buy
+11,173
New +$699K 0.48% 28

Other funds holding FEX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IAG Wealth Partners's FEX Position: Q3 2026 in Review

IAG Wealth Partners held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q3 2026 at 1,272 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #138.

IAG Wealth Partners first reported a position in FEX in Q4 2019 and has held it in 28 quarters since. The position peaked at $729K in Q4 2019. 137 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

  • IAG Wealth Partners held 1,272 shares of First Trust Large Cap Core AlphaDEX Fund worth $169K as of Q3 2026.
  • IAG Wealth Partners left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.02% of IAG Wealth Partners's portfolio in Q3 2026, its #138 holding.
  • IAG Wealth Partners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2019 and has held it in 28 quarters since.
  • IAG Wealth Partners's First Trust Large Cap Core AlphaDEX Fund position peaked at $729K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.