MPWM Advisory Solutions’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

MPWM Advisory Solutions’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 Q1	$57.9K	Hold	475	–	–	0.03%	183
2025 Q4	$56.3K	Hold	475	–	–	0.03%	167
2025 Q3	$55.5K	Hold	475	–	–	0.03%	152
2025 Q2	$52.2K	Buy	+475	New	+$48.8K	0.03%	159

Other funds holding FEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MPWM Advisory Solutions's FEX Position: Q1 2026 in Review

MPWM Advisory Solutions held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q1 2026 at 475 shares worth $57.9K. The position accounts for 0.03% of the portfolio, ranked #183.

MPWM Advisory Solutions first reported a position in FEX in Q2 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

MPWM Advisory Solutions held 475 shares of First Trust Large Cap Core AlphaDEX Fund worth $57.9K as of Q1 2026.
MPWM Advisory Solutions left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.03% of MPWM Advisory Solutions's portfolio in Q1 2026, its #183 holding.
MPWM Advisory Solutions first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2025 and has held it in 4 quarters since.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.