Lido Advisors
FEX icon

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

Lido 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
Q1 		$873K Sell
7,161
-96
-1% -$11.9K ﹤0.01% 1027
2025
Q4 		$848K Hold
7,257
– – ﹤0.01% 1080
2025
Q3 		$848K Buy
7,257
+16
+0.2% +$1.82K ﹤0.01% 1023
2025
Q2 		$796K Buy
7,241
+13
+0.2% +$1.34K ﹤0.01% 933
2025
Q1 		$741K Buy
7,228
+16
+0.2% +$1.7K ﹤0.01% 890
2024
Q4 		$752K Buy
7,212
+22
+0.3% +$2.36K ﹤0.01% 869
2024
Q3 		$749K Buy
7,190
+18
+0.3% +$1.79K ﹤0.01% 818
2024
Q2 		$696K Buy
7,172
+14
+0.2% +$1.35K ﹤0.01% 803
2024
Q1 		$710K Buy
+7,158
New +$668K ﹤0.01% 770

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return