Jeff Yass’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Jeff Yass’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
2021 Q1	–	Sell	-7,800	Closed	-$573K	–	12411
2020 Q4	$573K	Hold	7,800	–	–	﹤0.01%	7985
2020 Q3	$494K	Buy	+7,800	New	+$490K	﹤0.01%	7705
2018 Q3	–	Sell	-5,400	Closed	-$320K	–	9519
2018 Q2	$320K	Buy	+5,400	New	+$321K	﹤0.01%	7707

Other funds holding FEX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeff Yass's FEX Position: Q2 2026 in Review

Jeff Yass increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 94% in Q2 2026, buying an estimated $3.81M and bringing the position to 59,540 shares worth $8.33M. The position accounts for ﹤0.01% of the portfolio, ranked #3691.

Jeff Yass first reported a position in FEX in Q2 2013 and has held it in 49 quarters since. The position peaked at $11.2M in Q4 2018. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Jeff Yass held 59,540 shares of First Trust Large Cap Core AlphaDEX Fund worth $8.33M as of Q2 2026.
Jeff Yass bought 28,829 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $3.81M.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3691 holding.
Jeff Yass first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2013 and has held it in 49 quarters since.
Jeff Yass's First Trust Large Cap Core AlphaDEX Fund position peaked at $11.2M in Q4 2018.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.