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 Q2	$192K	Sell	1,374 -11	-0.8%	-$1.45K	0.15%	98
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 $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Quest 10 Wealth Builders's FEX Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.79% in Q2 2026, selling an estimated $1.45K and leaving 1,374 shares worth $192K. The position accounts for 0.15% of the portfolio, ranked #98.

Quest 10 Wealth Builders first reported a position in FEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $246K in Q4 2024. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Quest 10 Wealth Builders held 1,374 shares of First Trust Large Cap Core AlphaDEX Fund worth $192K as of Q2 2026.
Quest 10 Wealth Builders sold 11 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $1.45K.
First Trust Large Cap Core AlphaDEX Fund made up 0.15% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #98 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 7 quarters since.
Quest 10 Wealth Builders's First Trust Large Cap Core AlphaDEX Fund position peaked at $246K in Q4 2024.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.