KPP Advisory Services’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

KPP Advisory Services’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	$3.65M	Sell	29,954 -1,863	-6%	-$231K	0.53%	46
2025 Q4	$3.77M	Buy	31,817 +339	+1%	+$39.7K	0.55%	43
2025 Q3	$3.68M	Buy	31,478 +486	+2%	+$55.2K	0.55%	48
2025 Q2	$3.41M	Buy	30,992 +2,075	+7%	+$213K	0.56%	47
2025 Q1	$2.96M	Sell	28,917 -585	-2%	-$62K	0.56%	46
2024 Q4	$3.08M	Buy	29,502 +847	+3%	+$90.8K	0.73%	35
2024 Q3	$2.98M	Buy	28,655 +1	+0%	+$100	0.72%	35
2024 Q2	$2.78M	Sell	28,654 -157	-0.5%	-$15.2K	0.74%	34
2024 Q1	$2.86M	Buy	+28,811	New	+$2.69M	0.78%	30
2023 Q4	–	Sell	-28,541	Closed	-$2.31M	–	147
2023 Q3	$2.31M	Buy	+28,541	New	+$2.41M	0.76%	29

Other funds holding FEX

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott

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

Raymond James Financial

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

Bank of America

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

Commonwealth Equity Services

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

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return