Milestones Private Investment Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Milestones Private Investment 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	–	Sell	-2,033	Closed	-$241K	–	87
2025 Q4	$241K	Hold	2,033	–	–	0.17%	106
2025 Q3	$237K	Hold	2,033	–	–	0.16%	109
2025 Q2	$224K	Buy	+2,033	New	+$209K	0.17%	108

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Milestones Private Investment Advisors's FEX Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2026, closing a stake of 2,033 shares — an estimated $241K sold.

Milestones Private Investment Advisors first reported a position in FEX in Q2 2025 and held it in 3 quarters. The position peaked at $241K in Q4 2025. 229 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Milestones Private Investment Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Milestones Private Investment Advisors sold 2,033 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $241K.
Milestones Private Investment Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2025 and held it in 3 quarters.
Milestones Private Investment Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $241K in Q4 2025.
229 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.