IA
FEX icon

Insight Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Insight Advisors’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
Q2 		$323K Buy
2,306
+3
+0.1% +$396 0.06% 184
2026
Q1 		$281K Buy
2,303
+4
+0.2% +$495 0.05% 191
2025
Q4 		$273K Buy
2,299
+6
+0.3% +$703 0.04% 232
2025
Q3 		$268K Buy
2,293
+4
+0.2% +$454 0.04% 236
2025
Q2 		$252K Buy
2,289
+4
+0.2% +$411 0.04% 243
2025
Q1 		$234K Buy
2,285
+11
+0.5% +$1.17K 0.04% 254
2024
Q4 		$238K Hold
2,274
– – 0.04% 260
2024
Q3 		$237K Buy
2,274
+5
+0.2% +$498 0.04% 266
2024
Q2 		$220K Buy
2,269
+4
+0.2% +$386 0.04% 270
2024
Q1 		$225K Buy
2,265
+10
+0.4% +$934 0.04% 271
2023
Q4 		$203K Buy
+2,255
New +$189K 0.04% 270
2022
Q2 		– Sell
-2,448
Closed -$216K – 309
2022
Q1 		$216K Buy
2,448
+3
+0.1% +$262 0.06% 291
2021
Q4 		$226K Buy
2,445
+5
+0.2% +$451 0.07% 283
2021
Q3 		$224K Buy
2,440
+4
+0.2% +$350 0.07% 278
2021
Q2 		$212K Buy
2,436
+2
+0.1% +$168 0.07% 292
2021
Q1 		$204K Sell
2,434
-298
-11% -$23.2K 0.06% 313
2020
Q4 		$201K Buy
+2,732
New +$188K 0.08% 255

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Insight Advisors's FEX Position: Q2 2026 in Review

Insight Advisors increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.13% in Q2 2026, buying an estimated $396 and bringing the position to 2,306 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #184.

Insight Advisors first reported a position in FEX in Q4 2020 and has held it in 17 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

  • Insight Advisors held 2,306 shares of First Trust Large Cap Core AlphaDEX Fund worth $323K as of Q2 2026.
  • Insight Advisors bought 3 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $396.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.06% of Insight Advisors's portfolio in Q2 2026, its #184 holding.
  • Insight Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2020 and has held it in 17 quarters since.
  • 242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.