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

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

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.

242 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.
242 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.