Pinnacle Wealth Management Group
FEX icon

Pinnacle Wealth Management Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Pinnacle Wealth Management Group’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 		$4.87M Buy
+36,704
New +$5.03M 2.23% 16

Other funds holding FEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Kaydan Wealth Management
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Farrell Financial
Farrell Financial Orchard Park, New York $187M AUM 11.39% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Pinnacle Wealth Management Group's FEX Position: Q3 2026 in Review

Pinnacle Wealth Management Group opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q3 2026: 36,704 shares worth $4.87M. The stake represents 2.23% of the portfolio and ranks #16 among its holdings.

36 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

  • Pinnacle Wealth Management Group held 36,704 shares of First Trust Large Cap Core AlphaDEX Fund worth $4.87M as of Q3 2026.
  • First Trust Large Cap Core AlphaDEX Fund was a new Pinnacle Wealth Management Group position in Q3 2026.
  • First Trust Large Cap Core AlphaDEX Fund made up 2.23% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #16 holding.
  • 36 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.