Park National Corp’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Park National Corp’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	$1.14M	Sell	8,140 -165	-2%	-$21.8K	0.03%	195
2026 Q1	$1.01M	Hold	8,305	–	–	0.03%	203
2025 Q4	$985K	Hold	8,305	–	–	0.03%	187
2025 Q3	$970K	Sell	8,305 -650	-7%	-$73.8K	0.03%	185
2025 Q2	$985K	Sell	8,955 -180	-2%	-$18.5K	0.03%	179
2025 Q1	$936K	Sell	9,135 -535	-6%	-$56.7K	0.03%	178
2024 Q4	$1.01M	Sell	9,670 -80	-0.8%	-$8.58K	0.04%	170
2024 Q3	$1.02M	Hold	9,750	–	–	0.04%	172
2024 Q2	$946K	Sell	9,750 -5,186	-35%	-$501K	0.04%	172
2024 Q1	$1.48M	Sell	14,936 -445	-3%	-$41.5K	0.06%	146
2023 Q4	$1.39M	Sell	15,381 -650	-4%	-$54.4K	0.06%	146
2023 Q3	$1.3M	Sell	16,031 -625	-4%	-$52.8K	0.06%	149
2023 Q2	$1.4M	Sell	16,656 -1,901	-10%	-$153K	0.06%	149
2023 Q1	$1.49M	Sell	18,557 -777	-4%	-$63.7K	0.07%	137
2022 Q4	$1.55M	Buy	19,334 +478	+3%	+$38.1K	0.07%	140
2022 Q3	$1.36M	Sell	18,856 -300	-2%	-$23.9K	0.07%	135
2022 Q2	$1.46M	Sell	19,156 -378	-2%	-$31.3K	0.07%	131
2022 Q1	$1.72M	Sell	19,534 -2,194	-10%	-$191K	0.07%	129
2021 Q4	$2.01M	Sell	21,728 -8,966	-29%	-$809K	0.08%	122
2021 Q3	$2.62M	Sell	30,694 -302	-1%	-$26.4K	0.11%	108
2021 Q2	$2.66M	Sell	30,996 -1,129	-4%	-$95K	0.11%	108
2021 Q1	$2.57M	Sell	32,125 -365	-1%	-$28.4K	0.11%	103
2020 Q4	$2.38M	Hold	32,490	–	–	0.11%	106
2020 Q3	$2.05M	Sell	32,490 -110	-0.3%	-$6.91K	0.11%	110
2020 Q2	$1.94M	Sell	32,600 -25	-0.1%	-$1.39K	0.11%	108
2020 Q1	$1.55M	Sell	32,625 -250	-0.8%	-$15K	0.1%	114
2019 Q4	$2.14M	Sell	32,875 -14,201	-30%	-$889K	0.11%	113
2019 Q3	$2.87M	Buy	47,076 +3,415	+8%	+$208K	0.16%	97
2019 Q2	$2.67M	Buy	43,661 +4,538	+12%	+$273K	0.15%	99
2019 Q1	$2.33M	Buy	39,123 +2,542	+7%	+$146K	0.13%	104
2018 Q4	$1.91M	Buy	36,581 +12,739	+53%	+$725K	0.12%	108
2018 Q3	$1.49M	Buy	23,842 +9,052	+61%	+$557K	0.08%	123
2018 Q2	$878K	Sell	14,790 -250	-2%	-$14.9K	0.05%	160
2018 Q1	$879K	Buy	15,040 +397	+3%	+$23.8K	0.05%	157
2017 Q4	$857K	Buy	14,643 +1,000	+7%	+$56.9K	0.05%	164
2017 Q3	$749K	Buy	13,643 +95	+0.7%	+$5.11K	0.04%	170
2017 Q2	$720K	Buy	13,548 +500	+4%	+$26.2K	0.04%	168
2017 Q1	$673K	Buy	13,048 +100	+0.8%	+$5.08K	0.04%	170
2016 Q4	$632K	Sell	12,948 -91	-0.7%	-$4.33K	0.04%	172
2016 Q3	$610K	Sell	13,039 -96	-0.7%	-$4.47K	0.04%	179
2016 Q2	$592K	Sell	13,135 -95	-0.7%	-$4.23K	0.04%	185
2016 Q1	$591K	Hold	13,230	–	–	0.04%	178
2015 Q4	$573K	Hold	13,230	–	–	0.04%	175
2015 Q3	$553K	Hold	13,230	–	–	0.04%	173
2015 Q2	$606K	Hold	13,230	–	–	0.04%	173
2015 Q1	$617K	Buy	13,230 +1,910	+17%	+$88K	0.04%	168
2014 Q4	$517K	Buy	11,320 +4,020	+55%	+$178K	0.03%	194
2014 Q3	$318K	Buy	+7,300	New	+$323K	0.02%	240

Other funds holding FEX

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

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

Park National Corp's FEX Position: Q2 2026 in Review

Park National Corp reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 2% in Q2 2026, selling an estimated $21.8K and leaving 8,140 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #195.

Park National Corp first reported a position in FEX in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.87M in Q3 2019. 61 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Park National Corp held 8,140 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.14M as of Q2 2026.
Park National Corp sold 165 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $21.8K.
First Trust Large Cap Core AlphaDEX Fund made up 0.03% of Park National Corp's portfolio in Q2 2026, its #195 holding.
Park National Corp first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2014 and has held it in 48 quarters since.
Park National Corp's First Trust Large Cap Core AlphaDEX Fund position peaked at $2.87M in Q3 2019.
61 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Park National Corp's 13F filing for Q2 2026, filed 15 Jul 2026.