Kovitz Investment Group Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-7,834	Closed	-$915K	–	748
2025 Q3	$915K	Buy	7,834 +3	+0%	+$341	﹤0.01%	865
2025 Q2	$861K	Buy	7,831 +2	+0%	+$206	﹤0.01%	832
2025 Q1	$802K	Buy	7,829 +3	+0%	+$318	﹤0.01%	795
2024 Q4	$816K	Buy	+7,826	New	+$839K	﹤0.01%	764

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

HSA

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

Kovitz Investment Group Partners's FEX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2025, closing a stake of 7,834 shares — an estimated $915K sold.

Kovitz Investment Group Partners first reported a position in FEX in Q4 2024 and held it in 4 quarters. The position peaked at $915K in Q3 2025. 218 funds tracked by Wall St. Rank hold FEX as of Q4 2025.

Kovitz Investment Group Partners reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 7,834 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2025, an estimated $915K.
Kovitz Investment Group Partners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2024 and held it in 4 quarters.
Kovitz Investment Group Partners's First Trust Large Cap Core AlphaDEX Fund position peaked at $915K in Q3 2025.
218 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.