Peterson Wealth Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Peterson Wealth Advisors’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	$224K	Buy	+1,603	New	+$212K	0.03%	113
2025 Q4	–	Sell	-1,752	Closed	-$205K	–	108
2025 Q3	$205K	Buy	+1,752	New	+$199K	0.03%	97
2020 Q2	–	Sell	-15,319	Closed	-$730K	–	48
2020 Q1	$730K	Buy	+15,319	New	+$918K	0.47%	21
2018 Q2	–	Sell	-3,457	Closed	-$202K	–	45
2018 Q1	$202K	Buy	3,457 +7	+0.2%	+$419	0.17%	47
2017 Q4	$202K	Buy	+3,450	New	+$196K	0.18%	44

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

Peterson Wealth Advisors's FEX Position: Q2 2026 in Review

Peterson Wealth Advisors opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026: 1,603 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #113 among its holdings. This is a return to the name: Peterson Wealth Advisors previously reported a position in FEX as recently as Q3 2025.

Peterson Wealth Advisors first reported a position in FEX in Q4 2017 and has held it in 5 quarters since. The position peaked at $730K in Q1 2020. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Peterson Wealth Advisors held 1,603 shares of First Trust Large Cap Core AlphaDEX Fund worth $224K as of Q2 2026.
First Trust Large Cap Core AlphaDEX Fund was a new Peterson Wealth Advisors position in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.03% of Peterson Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Peterson Wealth Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2017 and has held it in 5 quarters since.
Peterson Wealth Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $730K in Q1 2020.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.