Plante Moran Financial Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Plante Moran Financial 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	$433K	Hold	3,094	–	–	0.02%	102
2026 Q1	$377K	Buy	3,094 +425	+16%	+$52.6K	0.02%	110
2025 Q4	$317K	Sell	2,669 -441	-14%	-$51.7K	0.02%	127
2025 Q3	$363K	Buy	3,110 +441	+17%	+$50.1K	0.02%	117
2025 Q2	$293K	Hold	2,669	–	–	0.02%	129
2025 Q1	$273K	Hold	2,669	–	–	0.02%	137
2024 Q4	$278K	Hold	2,669	–	–	0.02%	140
2024 Q3	$278K	Hold	2,669	–	–	0.02%	138
2024 Q2	$259K	Hold	2,669	–	–	0.03%	148
2024 Q1	$265K	Hold	2,669	–	–	0.03%	144
2023 Q4	$241K	Hold	2,669	–	–	0.03%	145
2023 Q3	$216K	Hold	2,669	–	–	0.03%	138
2023 Q2	$224K	Hold	2,669	–	–	0.03%	137
2023 Q1	$215K	Hold	2,669	–	–	0.03%	140
2022 Q4	$214K	Hold	2,669	–	–	0.03%	147
2022 Q3	$193K	Hold	2,669	–	–	0.03%	148
2022 Q2	$203K	Hold	2,669	–	–	0.03%	147
2022 Q1	$236K	Hold	2,669	–	–	0.04%	146
2021 Q4	$246K	Hold	2,669	–	–	0.04%	159
2021 Q3	$228K	Hold	2,669	–	–	0.05%	170
2021 Q2	$229K	Sell	2,669 -253	-9%	-$21.3K	0.06%	158
2021 Q1	$234K	Hold	2,922	–	–	0.06%	151
2020 Q4	$215K	Hold	2,922	–	–	0.07%	156
2020 Q3	$185K	Hold	2,922	–	–	0.07%	164
2020 Q2	$174K	Sell	2,922 -356	-11%	-$19.8K	0.07%	145
2020 Q1	$156K	Sell	3,278 -3,803	-54%	-$228K	0.07%	142
2019 Q4	$462K	Sell	7,081 -65	-0.9%	-$4.07K	0.16%	87
2019 Q3	$435K	Hold	7,146	–	–	0.13%	94
2019 Q2	$438K	Hold	7,146	–	–	0.13%	93
2019 Q1	$425K	Hold	7,146	–	–	0.13%	90
2018 Q4	$372K	Buy	7,146 +2,775	+63%	+$158K	0.13%	93
2018 Q3	$273K	Hold	4,371	–	–	0.09%	122
2018 Q2	$259K	Buy	4,371 +775	+22%	+$46.1K	0.13%	130
2018 Q1	$210K	Hold	3,596	–	–	0.11%	140
2017 Q4	$211K	Hold	3,596	–	–	0.12%	132
2017 Q3	$197K	Hold	3,596	–	–	0.12%	132
2017 Q2	$191K	Buy	+3,596	New	+$188K	0.12%	126

Other funds holding FEX

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Plante Moran Financial Advisors's FEX Position: Q2 2026 in Review

Plante Moran Financial Advisors held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q2 2026 at 3,094 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #102.

Plante Moran Financial Advisors first reported a position in FEX in Q2 2017 and has held it in 37 quarters since. The position peaked at $462K in Q4 2019. 134 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Plante Moran Financial Advisors held 3,094 shares of First Trust Large Cap Core AlphaDEX Fund worth $433K as of Q2 2026.
Plante Moran Financial Advisors left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #102 holding.
Plante Moran Financial Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2017 and has held it in 37 quarters since.
Plante Moran Financial Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $462K in Q4 2019.
134 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.