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 Q3	$213K	Buy	1,608 +5	+0.3%	+$686	0.02%	109
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elevation Capital Advisory Bend, Oregon $255M AUM 16.75% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Peterson Wealth Advisors's FEX Position: Q3 2026 in Review

Peterson Wealth Advisors increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.31% in Q3 2026, buying an estimated $686 and bringing the position to 1,608 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #109.

Peterson Wealth Advisors first reported a position in FEX in Q4 2017 and has held it in 6 quarters since. The position peaked at $730K in Q1 2020. 89 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

Peterson Wealth Advisors held 1,608 shares of First Trust Large Cap Core AlphaDEX Fund worth $213K as of Q3 2026.
Peterson Wealth Advisors bought 5 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $686.
First Trust Large Cap Core AlphaDEX Fund made up 0.02% of Peterson Wealth Advisors's portfolio in Q3 2026, its #109 holding.
Peterson Wealth Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2017 and has held it in 6 quarters since.
Peterson Wealth Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $730K in Q1 2020.
89 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.