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

Mercer Global 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	$3.83M	Buy	31,436 +27,488	+696%	+$3.41M	0.01%	879
2025 Q4	$468K	Buy	+3,948	New	+$463K	﹤0.01%	1909
2025 Q1	–	Sell	-2,902	Closed	-$303K	–	2190
2024 Q4	$303K	Sell	2,902 -2,210	-43%	-$237K	﹤0.01%	1740
2024 Q3	$531K	Sell	5,112 -13	-0.3%	-$1.3K	﹤0.01%	1307
2024 Q2	$497K	Sell	5,125 -634	-11%	-$61.3K	﹤0.01%	1305
2024 Q1	$572K	Sell	5,759 -224	-4%	-$20.9K	﹤0.01%	1205
2023 Q4	$539K	Sell	5,983 -2,676	-31%	-$224K	﹤0.01%	1276
2023 Q3	$702K	Buy	8,659 +7	+0.1%	+$591	﹤0.01%	1091
2023 Q2	$727K	Sell	8,652 -5,217	-38%	-$419K	﹤0.01%	1068
2023 Q1	$1.12M	Sell	13,869 -1,014	-7%	-$83.2K	0.01%	876
2022 Q4	$1.19M	Buy	+14,883	New	+$1.19M	0.01%	846
2022 Q3	–	Sell	-3,551	Closed	-$270K	–	1859
2022 Q2	$270K	Buy	3,551 +1,052	+42%	+$87K	﹤0.01%	1475
2022 Q1	$221K	Hold	2,499	–	–	﹤0.01%	1674
2021 Q4	$231K	Hold	2,499	–	–	﹤0.01%	1588
2021 Q3	$213K	Buy	+2,499	New	+$219K	﹤0.01%	1588

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

Mercer Global Advisors's FEX Position: Q1 2026 in Review

Mercer Global Advisors increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 696% in Q1 2026, buying an estimated $3.41M and bringing the position to 31,436 shares worth $3.83M. The position accounts for 0.01% of the portfolio, ranked #879.

Mercer Global Advisors first reported a position in FEX in Q3 2021 and has held it in 15 quarters since. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Mercer Global Advisors held 31,436 shares of First Trust Large Cap Core AlphaDEX Fund worth $3.83M as of Q1 2026.
Mercer Global Advisors bought 27,488 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $3.41M.
First Trust Large Cap Core AlphaDEX Fund made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #879 holding.
Mercer Global Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2021 and has held it in 15 quarters since.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.