Millstone Evans Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Millstone Evans Group’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	$57.5K	Hold	411	–	–	0.03%	322
2026 Q1	$50.1K	Hold	411	–	–	0.03%	323
2025 Q4	$48.8K	Hold	411	–	–	0.03%	329
2025 Q3	$48K	Hold	411	–	–	0.03%	317
2025 Q2	$45.2K	Hold	411	–	–	0.03%	315
2025 Q1	$42.1K	Buy	+411	New	+$43.6K	0.03%	323

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

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

Millstone Evans Group's FEX Position: Q2 2026 in Review

Millstone Evans Group held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q2 2026 at 411 shares worth $57.5K. The position accounts for 0.03% of the portfolio, ranked #322.

Millstone Evans Group first reported a position in FEX in Q1 2025 and has held it in 6 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Millstone Evans Group held 411 shares of First Trust Large Cap Core AlphaDEX Fund worth $57.5K as of Q2 2026.
Millstone Evans Group left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #322 holding.
Millstone Evans Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.