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Morton Capital Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Morton Capital Management’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 		$252K Buy
+1,802
New +$238K 0.03% 130

Other funds holding FEX

Wealth Enhancement Advisory Services
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
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Morton Capital Management's FEX Position: Q2 2026 in Review

Morton Capital Management opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026: 1,802 shares worth $252K. The stake represents 0.03% of the portfolio and ranks #130 among its holdings.

46 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

  • Morton Capital Management held 1,802 shares of First Trust Large Cap Core AlphaDEX Fund worth $252K as of Q2 2026.
  • First Trust Large Cap Core AlphaDEX Fund was a new Morton Capital Management position in Q2 2026.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #130 holding.
  • 46 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.