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Regatta Research & Money Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Regatta Research & Money Management’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 		$240K Buy
+1,721
New +$227K 0.23% 89

Other funds holding FEX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Regatta Research & Money Management's FEX Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026: 1,721 shares worth $240K. The stake represents 0.23% of the portfolio and ranks #89 among its holdings.

186 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

  • Regatta Research & Money Management held 1,721 shares of First Trust Large Cap Core AlphaDEX Fund worth $240K as of Q2 2026.
  • First Trust Large Cap Core AlphaDEX Fund was a new Regatta Research & Money Management position in Q2 2026.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.23% of Regatta Research & Money Management's portfolio in Q2 2026, its #89 holding.
  • 186 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.