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 Q2	$4.22M	Buy	30,188 +234	+0.8%	+$30.9K	0.53%	46
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	0.54%	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 $1.89T 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

KPP Advisory Services's FEX Position: Q2 2026 in Review

KPP Advisory Services increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.78% in Q2 2026, buying an estimated $30.9K and bringing the position to 30,188 shares worth $4.22M. The position accounts for 0.53% of the portfolio, ranked #46.

KPP Advisory Services first reported a position in FEX in Q3 2023 and has held it in 11 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

KPP Advisory Services held 30,188 shares of First Trust Large Cap Core AlphaDEX Fund worth $4.22M as of Q2 2026.
KPP Advisory Services bought 234 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $30.9K.
First Trust Large Cap Core AlphaDEX Fund made up 0.53% of KPP Advisory Services's portfolio in Q2 2026, its #46 holding.
KPP Advisory Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2023 and has held it in 11 quarters since.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.