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

Scarborough 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	–	Sell	-161	Closed	-$19.7K	–	328
2026 Q1	$19.7K	Hold	161	–	–	﹤0.01%	355
2025 Q4	$19.1K	Buy	161 +1	+0.6%	+$117	﹤0.01%	208
2025 Q3	$18.7K	Sell	160 -146	-48%	-$16.6K	﹤0.01%	209
2025 Q2	$33.7K	Buy	+306	New	+$31.4K	0.01%	156
2024 Q3	–	Sell	-302	Closed	-$29.3K	–	246
2024 Q2	$29.3K	Hold	302	–	–	0.01%	138
2024 Q1	$29.9K	Sell	302 -111	-27%	-$10.4K	0.01%	134
2023 Q4	$37.2K	Buy	+413	New	+$34.5K	0.01%	203

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

Scarborough Advisors's FEX Position: Q2 2026 in Review

Scarborough Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026, closing a stake of 161 shares — an estimated $19.7K sold.

Scarborough Advisors first reported a position in FEX in Q4 2023 and held it in 7 quarters. The position peaked at $37.2K in Q4 2023. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Scarborough Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 161 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $19.7K.
Scarborough Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $37.2K in Q4 2023.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.