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

Meeder 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	–	Sell	-1,765	Closed	-$209K	–	707
2025 Q4	$209K	Sell	1,765 -38	-2%	-$4.45K	0.01%	635
2025 Q3	$211K	Buy	+1,803	New	+$205K	0.01%	585

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

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

Meeder Advisory Services's FEX Position: Q1 2026 in Review

Meeder Advisory Services sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2026, closing a stake of 1,765 shares — an estimated $209K sold.

Meeder Advisory Services first reported a position in FEX in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q3 2025. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Meeder Advisory Services reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Meeder Advisory Services sold 1,765 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $209K.
Meeder Advisory Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2025 and held it in 2 quarters.
Meeder Advisory Services's First Trust Large Cap Core AlphaDEX Fund position peaked at $211K in Q3 2025.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.