Quest 10 Wealth Builders’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Quest 10 Wealth Builders’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 Q1	$169K	Sell	1,385 -12	-0.9%	-$1.49K	0.15%	108
2025 Q4	$166K	Sell	1,397 -60	-4%	-$7.03K	0.15%	110
2025 Q3	$170K	Hold	1,457	–	–	0.16%	99
2025 Q2	$160K	Hold	1,457	–	–	0.16%	104
2025 Q1	$149K	Sell	1,457 -897	-38%	-$95K	0.16%	105
2024 Q4	$246K	Buy	+2,354	New	+$252K	0.24%	82

Other funds holding FEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quest 10 Wealth Builders's FEX Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.86% in Q1 2026, selling an estimated $1.49K and leaving 1,385 shares worth $169K. The position accounts for 0.15% of the portfolio, ranked #108.

Quest 10 Wealth Builders first reported a position in FEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $246K in Q4 2024. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Quest 10 Wealth Builders held 1,385 shares of First Trust Large Cap Core AlphaDEX Fund worth $169K as of Q1 2026.
Quest 10 Wealth Builders sold 12 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $1.49K.
First Trust Large Cap Core AlphaDEX Fund made up 0.15% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #108 holding.
Quest 10 Wealth Builders first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's First Trust Large Cap Core AlphaDEX Fund position peaked at $246K in Q4 2024.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.