Modern Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
Other funds holding FEX
Modern Wealth Management's FEX Position: Q2 2026 in Review
Modern Wealth Management increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 11,858% in Q2 2026, buying an estimated $27.9M and bringing the position to 212,851 shares worth $29.8M. The position accounts for 0.35% of the portfolio, ranked #59.
Modern Wealth Management first reported a position in FEX in Q4 2023 and has held it in 11 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.
- Modern Wealth Management held 212,851 shares of First Trust Large Cap Core AlphaDEX Fund worth $29.8M as of Q2 2026.
- Modern Wealth Management bought 211,071 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $27.9M.
- First Trust Large Cap Core AlphaDEX Fund made up 0.35% of Modern Wealth Management's portfolio in Q2 2026, its #59 holding.
- Modern Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
- 242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.
Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.