Kaydan Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Kaydan Wealth Management’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	$1.38M	Sell	10,388 -184	-2%	-$25.2K	0.47%	30
2026 Q2	$1.48M	Sell	10,572 -57	-0.5%	-$7.53K	0.45%	33
2026 Q1	$1.3M	Sell	10,629 -54	-0.5%	-$6.69K	0.43%	32
2025 Q4	$1.27M	Sell	10,683 -158	-1%	-$18.5K	0.37%	35
2025 Q3	$1.27M	Sell	10,841 -239	-2%	-$27.1K	0.36%	38
2025 Q2	$1.22M	Sell	11,080 -63	-0.6%	-$6.48K	0.4%	34
2025 Q1	$1.14M	Sell	11,143 -20	-0.2%	-$2.12K	0.37%	33
2024 Q4	$1.16M	Sell	11,163 -540	-5%	-$57.9K	0.39%	30
2024 Q3	$1.22M	Sell	11,703 -539	-4%	-$53.7K	0.36%	30
2024 Q2	$1.19M	Sell	12,242 -10	-0.1%	-$966	0.42%	31
2024 Q1	$1.22M	Sell	12,252 -228	-2%	-$21.3K	0.41%	29
2023 Q4	$1.13M	Sell	12,480 -497	-4%	-$41.6K	0.46%	30
2023 Q3	$1.05M	Sell	12,977 -417	-3%	-$35.2K	0.42%	27
2023 Q2	$1.13M	Sell	13,394 -1,436	-10%	-$115K	0.47%	26
2023 Q1	$1.19M	Sell	14,830 -1,432	-9%	-$117K	0.49%	23
2022 Q4	$1.3M	Sell	16,262 -1,010	-6%	-$80.6K	0.52%	23
2022 Q3	$1.25M	Sell	17,272 -648	-4%	-$51.6K	0.69%	20
2022 Q2	$1.36M	Sell	17,920 -131	-0.7%	-$10.8K	0.76%	18
2022 Q1	$1.59M	Sell	18,051 -53	-0.3%	-$4.62K	0.7%	25
2021 Q4	$1.67M	Buy	+18,104	New	+$1.63M	0.63%	25

Other funds holding FEX

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 Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Farrell Financial Orchard Park, New York $187M AUM 11.39% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Kaydan Wealth Management's FEX Position: Q3 2026 in Review

Kaydan Wealth Management reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 1.7% in Q3 2026, selling an estimated $25.2K and leaving 10,388 shares worth $1.38M. The position accounts for 0.47% of the portfolio, ranked #30.

Kaydan Wealth Management first reported a position in FEX in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.67M in Q4 2021. 35 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

Kaydan Wealth Management held 10,388 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.38M as of Q3 2026.
Kaydan Wealth Management sold 184 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $25.2K.
First Trust Large Cap Core AlphaDEX Fund made up 0.47% of Kaydan Wealth Management's portfolio in Q3 2026, its #30 holding.
Kaydan Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and has held it in 20 quarters since.
Kaydan Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $1.67M in Q4 2021.
35 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.