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

Kingsview 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 Q1	$7.44M	Sell	60,989 -2,901	-5%	-$359K	0.1%	196
2025 Q4	$7.58M	Sell	63,890 -6,923	-10%	-$811K	0.11%	182
2025 Q3	$8.27M	Sell	70,813 -2,790	-4%	-$317K	0.13%	168
2025 Q2	$8.09M	Sell	73,603 -2,532	-3%	-$260K	0.14%	162
2025 Q1	$7.8M	Sell	76,135 -11,082	-13%	-$1.17M	0.15%	154
2024 Q4	$9.1M	Sell	87,217 -10,622	-11%	-$1.14M	0.18%	117
2024 Q3	$10.2M	Buy	+97,839	New	+$9.75M	0.21%	89
2019 Q2	–	Sell	-16,513	Closed	-$983K	–	470
2019 Q1	$983K	Buy	16,513 +44	+0.3%	+$2.53K	0.15%	178
2018 Q4	$858K	Sell	16,469 -452	-3%	-$25.7K	0.19%	146
2018 Q3	$1.06M	Sell	16,921 -415	-2%	-$25.5K	0.21%	138
2018 Q2	$1.03M	Buy	17,336 +3,841	+28%	+$229K	0.25%	124
2018 Q1	$788K	Buy	13,495 +1,270	+10%	+$76.1K	0.2%	144
2017 Q4	$716K	Buy	12,225 +3,748	+44%	+$213K	0.26%	121
2017 Q3	$465K	Buy	8,477 +1,845	+28%	+$99.2K	0.2%	148
2017 Q2	$353K	Buy	6,632 +1,507	+29%	+$78.9K	0.18%	159
2017 Q1	$265K	Buy	+5,125	New	+$261K	0.16%	191

Other funds holding FEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingsview Wealth Management's FEX Position: Q1 2026 in Review

Kingsview Wealth Management reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 4.5% in Q1 2026, selling an estimated $359K and leaving 60,989 shares worth $7.44M. The position accounts for 0.1% of the portfolio, ranked #196.

Kingsview Wealth Management first reported a position in FEX in Q1 2017 and has held it in 16 quarters since. The position peaked at $10.2M in Q3 2024. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Kingsview Wealth Management held 60,989 shares of First Trust Large Cap Core AlphaDEX Fund worth $7.44M as of Q1 2026.
Kingsview Wealth Management sold 2,901 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $359K.
First Trust Large Cap Core AlphaDEX Fund made up 0.1% of Kingsview Wealth Management's portfolio in Q1 2026, its #196 holding.
Kingsview Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2017 and has held it in 16 quarters since.
Kingsview Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $10.2M in Q3 2024.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.