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 Q2	$8.59M	Buy	61,448 +459	+0.8%	+$60.6K	0.1%	181
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 $1.89T 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

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

Kingsview Wealth Management increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.75% in Q2 2026, buying an estimated $60.6K and bringing the position to 61,448 shares worth $8.59M. The position accounts for 0.1% of the portfolio, ranked #181.

Kingsview Wealth Management first reported a position in FEX in Q1 2017 and has held it in 17 quarters since. The position peaked at $10.2M in Q3 2024. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Kingsview Wealth Management held 61,448 shares of First Trust Large Cap Core AlphaDEX Fund worth $8.59M as of Q2 2026.
Kingsview Wealth Management bought 459 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $60.6K.
First Trust Large Cap Core AlphaDEX Fund made up 0.1% of Kingsview Wealth Management's portfolio in Q2 2026, its #181 holding.
Kingsview Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2017 and has held it in 17 quarters since.
Kingsview Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $10.2M in Q3 2024.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.