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

Sanctuary 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
2026 Q2	$4M	Sell	28,585 -68	-0.2%	-$8.98K	0.02%	677
2026 Q1	$3.49M	Buy	28,653 +7	+0%	+$867	0.02%	680
2025 Q4	$3.4M	Buy	28,646 +67	+0.2%	+$7.85K	0.02%	672
2025 Q3	$3.34M	Buy	28,579 +118	+0.4%	+$13.4K	0.02%	664
2025 Q2	$3.13M	Buy	28,461 +274	+1%	+$28.2K	0.02%	664
2025 Q1	$2.89M	Sell	28,187 -126	-0.4%	-$13.4K	0.02%	638
2024 Q4	$3.11M	Sell	28,313 -782	-3%	-$83.9K	0.02%	696
2024 Q3	$3.26M	Buy	29,095 +1,098	+4%	+$109K	0.02%	671
2024 Q2	$2.67M	Buy	+27,997	New	+$2.7M	0.02%	683

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

Sanctuary Advisors's FEX Position: Q2 2026 in Review

Sanctuary Advisors reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.24% in Q2 2026, selling an estimated $8.98K and leaving 28,585 shares worth $4M. The position accounts for 0.02% of the portfolio, ranked #677.

Sanctuary Advisors first reported a position in FEX in Q2 2024 and has held it in 9 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Sanctuary Advisors held 28,585 shares of First Trust Large Cap Core AlphaDEX Fund worth $4M as of Q2 2026.
Sanctuary Advisors sold 68 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $8.98K.
First Trust Large Cap Core AlphaDEX Fund made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #677 holding.
Sanctuary Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.