IWN
FEX icon

Independent Wealth Network’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Independent Wealth Network’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 		$1.18M Buy
8,906
+5,380
+153% +$738K 0.3% 97
2026
Q2 		$493K Buy
3,526
+14
+0.4% +$1.85K 0.13% 183
2026
Q1 		$428K Sell
3,512
-4,018
-53% -$498K 0.13% 180
2025
Q4 		$893K Buy
7,530
+638
+9% +$74.8K 0.27% 95
2025
Q3 		$805K Buy
6,892
+1,151
+20% +$131K 0.26% 96
2025
Q2 		$631K Buy
5,741
+62
+1% +$6.37K 0.23% 108
2025
Q1 		$582K Buy
5,679
+139
+3% +$14.7K 0.23% 111
2024
Q4 		$578K Buy
5,540
+1,472
+36% +$158K 0.23% 109
2024
Q3 		$424K Buy
4,068
+201
+5% +$20K 0.19% 133
2024
Q2 		$375K Buy
3,867
+10
+0.3% +$966 0.17% 141
2024
Q1 		$383K Buy
3,857
+3
+0.1% +$280 0.18% 140
2023
Q4 		$347K Sell
3,854
-1,143
-23% -$95.6K 0.18% 134
2023
Q3 		$405K Buy
4,997
+131
+3% +$11.1K 0.25% 106
2023
Q2 		$409K Buy
4,866
+100
+2% +$8.03K 0.25% 108
2023
Q1 		$384K Buy
4,766
+24
+0.5% +$1.97K 0.25% 101
2022
Q4 		$380K Sell
4,742
-186
-4% -$14.8K 0.26% 95
2022
Q3 		$356K Sell
4,928
-30
-0.6% -$2.39K 0.28% 97
2022
Q2 		$377K Sell
4,958
-8
-0.2% -$662 0.27% 99
2022
Q1 		$438K Buy
4,966
+299
+6% +$26.1K 0.28% 99
2021
Q4 		$431K Sell
4,667
-210
-4% -$18.9K 0.27% 108
2021
Q3 		$447K Buy
+4,877
New +$427K 0.29% 102

Other funds holding FEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $293M AUM
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $187M AUM 11.39% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Independent Wealth Network's FEX Position: Q3 2026 in Review

Independent Wealth Network increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 153% in Q3 2026, buying an estimated $738K and bringing the position to 8,906 shares worth $1.18M. The position accounts for 0.3% of the portfolio, ranked #97.

Independent Wealth Network first reported a position in FEX in Q3 2021 and has held it in 21 quarters since. 35 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

  • Independent Wealth Network held 8,906 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.18M as of Q3 2026.
  • Independent Wealth Network bought 5,380 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $738K.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.3% of Independent Wealth Network's portfolio in Q3 2026, its #97 holding.
  • Independent Wealth Network first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2021 and has held it in 21 quarters since.
  • 35 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.