Kingswood Wealth Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Kingswood Wealth Advisors’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	$234K	Sell	1,674 -2	-0.1%	-$264	0.01%	891
2026 Q1	$204K	Buy	+1,676	New	+$208K	0.01%	879
2025 Q1	–	Sell	-3,217	Closed	-$336K	–	760
2024 Q4	$336K	Buy	+3,217	New	+$345K	0.03%	568

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

Kingswood Wealth Advisors's FEX Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.12% in Q2 2026, selling an estimated $264 and leaving 1,674 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #891.

Kingswood Wealth Advisors first reported a position in FEX in Q4 2024 and has held it in 3 quarters since. The position peaked at $336K in Q4 2024. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Kingswood Wealth Advisors held 1,674 shares of First Trust Large Cap Core AlphaDEX Fund worth $234K as of Q2 2026.
Kingswood Wealth Advisors sold 2 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $264.
First Trust Large Cap Core AlphaDEX Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #891 holding.
Kingswood Wealth Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2024 and has held it in 3 quarters since.
Kingswood Wealth Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $336K in Q4 2024.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.