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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
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% -$9.74K 0.1% 49
2021
Q3 		$285K Sell
3,331
-102
-3% -$8.93K 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

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

IAG Wealth Partners's FEX Position: Q1 2026 in Review

IAG Wealth Partners reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 31% in Q1 2026, selling an estimated $74.3K and leaving 1,317 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #134.

IAG Wealth Partners first reported a position in FEX in Q4 2019 and has held it in 26 quarters since. The position peaked at $729K in Q4 2019. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

  • IAG Wealth Partners held 1,317 shares of First Trust Large Cap Core AlphaDEX Fund worth $161K as of Q1 2026.
  • IAG Wealth Partners sold 600 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $74.3K.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #134 holding.
  • IAG Wealth Partners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's First Trust Large Cap Core AlphaDEX Fund position peaked at $729K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.