Russell Investments Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Russell Investments Group’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	$119K	Buy	853 +553	+184%	+$73K	﹤0.01%	3382
2026 Q1	$36.6K	Hold	300	–	–	﹤0.01%	3423
2025 Q4	$35.6K	Hold	300	–	–	﹤0.01%	3420
2025 Q3	$35K	Hold	300	–	–	﹤0.01%	3416
2025 Q2	$33K	Hold	300	–	–	﹤0.01%	3078
2025 Q1	$30.7K	Hold	300	–	–	﹤0.01%	3014
2024 Q4	$31.3K	Hold	300	–	–	﹤0.01%	2926
2024 Q3	$31.3K	Buy	+300	New	+$29.9K	﹤0.01%	2869

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

Russell Investments Group's FEX Position: Q2 2026 in Review

Russell Investments Group increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 184% in Q2 2026, buying an estimated $73K and bringing the position to 853 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

Russell Investments Group first reported a position in FEX in Q3 2024 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Russell Investments Group held 853 shares of First Trust Large Cap Core AlphaDEX Fund worth $119K as of Q2 2026.
Russell Investments Group bought 553 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $73K.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3382 holding.
Russell Investments Group first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
160 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.