RiverTree Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

RiverTree 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
2025 Q4	–	Sell	-11,941	Closed	-$1.39M	–	62
2025 Q3	$1.39M	Sell	11,941 -2,698	-18%	-$306K	0.89%	31
2025 Q2	$1.61M	Buy	+14,639	New	+$1.5M	1.08%	29
2023 Q1	–	Sell	-50,926	Closed	-$4.08M	–	41
2022 Q4	$4.08M	Buy	+50,926	New	+$4.06M	3.35%	12

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

HSA

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

RiverTree Advisors's FEX Position: Q4 2025 in Review

RiverTree Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q4 2025, closing a stake of 11,941 shares — an estimated $1.39M sold.

RiverTree Advisors first reported a position in FEX in Q4 2022 and held it in 3 quarters. The position peaked at $4.08M in Q4 2022. 218 funds tracked by Wall St. Rank hold FEX as of Q4 2025.

RiverTree Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
RiverTree Advisors sold 11,941 First Trust Large Cap Core AlphaDEX Fund shares in Q4 2025, an estimated $1.39M.
RiverTree Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2022 and held it in 3 quarters.
RiverTree Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $4.08M in Q4 2022.
218 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q4 2025.

Based on RiverTree Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.