Proactive Wealth Strategies’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Proactive Wealth Strategies’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	$639K	Sell	4,822 -1,581	-25%	-$217K	0.1%	133
2026 Q2	$895K	Buy	6,403 +14	+0.2%	+$1.85K	0.14%	111
2026 Q1	$779K	Buy	6,389 +3,202	+100%	+$397K	0.15%	113
2025 Q4	$378K	Buy	3,187 +11	+0.3%	+$1.29K	0.15%	108
2025 Q3	$371K	Sell	3,176 -941	-23%	-$107K	0.16%	101
2025 Q2	$453K	Buy	4,117 +10	+0.2%	+$1.03K	0.21%	92
2025 Q1	$421K	Sell	4,107 -227	-5%	-$24.1K	0.22%	89
2024 Q4	$452K	Buy	4,334 +18	+0.4%	+$1.93K	0.24%	86
2024 Q3	$450K	Buy	+4,316	New	+$430K	0.25%	80

Other funds holding FEX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 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

Proactive Wealth Strategies's FEX Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 25% in Q3 2026, selling an estimated $217K and leaving 4,822 shares worth $639K. The position accounts for 0.1% of the portfolio, ranked #133.

Proactive Wealth Strategies first reported a position in FEX in Q3 2024 and has held it in 9 quarters since. The position peaked at $895K in Q2 2026. 137 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

Proactive Wealth Strategies held 4,822 shares of First Trust Large Cap Core AlphaDEX Fund worth $639K as of Q3 2026.
Proactive Wealth Strategies sold 1,581 First Trust Large Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $217K.
First Trust Large Cap Core AlphaDEX Fund made up 0.1% of Proactive Wealth Strategies's portfolio in Q3 2026, its #133 holding.
Proactive Wealth Strategies first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust Large Cap Core AlphaDEX Fund position peaked at $895K in Q2 2026.
137 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.