Signature Estate & Investment Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Signature Estate & Investment 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	$457K	Sell	3,265 -339	-9%	-$44.8K	0.01%	448
2026 Q1	$439K	Buy	3,604 +3	+0.1%	+$372	0.01%	447
2025 Q4	$427K	Sell	3,601 -706	-16%	-$82.7K	0.01%	417
2025 Q3	$503K	Buy	4,307 +3	+0.1%	+$341	0.01%	382
2025 Q2	$473K	Buy	4,304 +2	+0%	+$206	0.01%	374
2025 Q1	$441K	Buy	4,302 +3	+0.1%	+$318	0.01%	367
2024 Q4	$448K	Buy	4,299 +4	+0.1%	+$429	0.01%	347
2024 Q3	$447K	Buy	4,295 +458	+12%	+$45.7K	0.01%	329
2024 Q2	$372K	Buy	+3,837	New	+$371K	0.01%	350

Other funds holding FEX

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

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

Signature Estate & Investment Advisors's FEX Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 9.4% in Q2 2026, selling an estimated $44.8K and leaving 3,265 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #448.

Signature Estate & Investment Advisors first reported a position in FEX in Q2 2024 and has held it in 9 quarters since. The position peaked at $503K in Q3 2025. 120 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Signature Estate & Investment Advisors held 3,265 shares of First Trust Large Cap Core AlphaDEX Fund worth $457K as of Q2 2026.
Signature Estate & Investment Advisors sold 339 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $44.8K.
First Trust Large Cap Core AlphaDEX Fund made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #448 holding.
Signature Estate & Investment Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $503K in Q3 2025.
120 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.