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 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 $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

Proactive Wealth Strategies's FEX Position: Q2 2026 in Review

Proactive Wealth Strategies increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.22% in Q2 2026, buying an estimated $1.85K and bringing the position to 6,403 shares worth $895K. The position accounts for 0.14% of the portfolio, ranked #111.

Proactive Wealth Strategies first reported a position in FEX in Q3 2024 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Proactive Wealth Strategies held 6,403 shares of First Trust Large Cap Core AlphaDEX Fund worth $895K as of Q2 2026.
Proactive Wealth Strategies bought 14 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $1.85K.
First Trust Large Cap Core AlphaDEX Fund made up 0.14% of Proactive Wealth Strategies's portfolio in Q2 2026, its #111 holding.
Proactive Wealth Strategies first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
146 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.