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 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%	-$6.47K	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

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

Kaydan Wealth Management's FEX Position: Q2 2026 in Review

Kaydan Wealth Management reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.54% in Q2 2026, selling an estimated $7.53K and leaving 10,572 shares worth $1.48M. The position accounts for 0.45% of the portfolio, ranked #33.

Kaydan Wealth Management first reported a position in FEX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.67M in Q4 2021. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Kaydan Wealth Management held 10,572 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.48M as of Q2 2026.
Kaydan Wealth Management sold 57 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $7.53K.
First Trust Large Cap Core AlphaDEX Fund made up 0.45% of Kaydan Wealth Management's portfolio in Q2 2026, its #33 holding.
Kaydan Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2021 and has held it in 19 quarters since.
Kaydan Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $1.67M in Q4 2021.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.