Semitam Bonam’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Semitam Bonam’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	$210K	Buy	+1,500	New	+$198K	0.15%	46

Other funds holding FEX

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

Semitam Bonam's FEX Position: Q2 2026 in Review

Semitam Bonam opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026: 1,500 shares worth $210K. The stake represents 0.15% of the portfolio and ranks #46 among its holdings.

91 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Semitam Bonam held 1,500 shares of First Trust Large Cap Core AlphaDEX Fund worth $210K as of Q2 2026.
First Trust Large Cap Core AlphaDEX Fund was a new Semitam Bonam position in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.15% of Semitam Bonam's portfolio in Q2 2026, its #46 holding.
91 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Semitam Bonam's 13F filing for Q2 2026, filed 24 Jul 2026.