Morey & Quinn Wealth Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Morey & Quinn Wealth Partners’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	$1.67M	Sell	11,907 -100	-0.8%	-$13.2K	1.07%	21
2026 Q1	$1.46M	Hold	12,007	–	–	1.04%	20
2025 Q4	$1.42M	Sell	12,007 -114	-0.9%	-$13.4K	1.02%	20
2025 Q3	$1.42M	Hold	12,121	–	–	1.04%	17
2025 Q2	$1.33M	Hold	12,121	–	–	1.07%	19
2025 Q1	$1.24M	Buy	12,121 +1	+0%	+$106	1.03%	23
2024 Q4	$1.26M	Buy	+12,120	New	+$1.3M	1.07%	20

Other funds holding FEX

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Morey & Quinn Wealth Partners's FEX Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.83% in Q2 2026, selling an estimated $13.2K and leaving 11,907 shares worth $1.67M. The position accounts for 1.07% of the portfolio, ranked #21.

Morey & Quinn Wealth Partners first reported a position in FEX in Q4 2024 and has held it in 7 quarters since. 74 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Morey & Quinn Wealth Partners held 11,907 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.67M as of Q2 2026.
Morey & Quinn Wealth Partners sold 100 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $13.2K.
First Trust Large Cap Core AlphaDEX Fund made up 1.07% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #21 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
74 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.