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Ignite Planners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Ignite Planners’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
-2,400
Closed -$241K – 360
2025
Q1 		$241K Buy
+2,400
New +$254K 0.05% 295

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
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

Ignite Planners's FEX Position: Q2 2025 in Review

Ignite Planners sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2025, closing a stake of 2,400 shares — an estimated $241K sold.

Ignite Planners first reported a position in FEX in Q1 2025 and held it in 1 quarter. The position peaked at $241K in Q1 2025. 208 funds tracked by Wall St. Rank hold FEX as of Q2 2025.

  • Ignite Planners reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Ignite Planners sold 2,400 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2025, an estimated $241K.
  • Ignite Planners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Ignite Planners's First Trust Large Cap Core AlphaDEX Fund position peaked at $241K in Q1 2025.
  • 208 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2025.

Based on Ignite Planners's 13F filing for Q2 2025, filed 23 Jul 2025.