SAM
FEX icon

Smartleaf Asset Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Smartleaf Asset Management’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
Q1 		$16.1K Hold
135
– – ﹤0.01% 2078
2025
Q4 		$16.1K Sell
135
-5
-4% -$586 ﹤0.01% 2150
2025
Q3 		$16.3K Buy
140
+5
+4% +$568 ﹤0.01% 1891
2025
Q2 		$14.7K Sell
135
-23
-15% -$2.36K ﹤0.01% 1684
2025
Q1 		$16.1K Hold
158
– – ﹤0.01% 1717
2024
Q4 		$16.5K Hold
158
– – ﹤0.01% 1754
2024
Q3 		$16.4K Hold
158
– – ﹤0.01% 1467
2024
Q2 		$15.3K Hold
158
– – ﹤0.01% 1160
2024
Q1 		$15.6K Hold
158
– – ﹤0.01% 904
2023
Q4 		$14.3K Buy
+158
New +$13.2K ﹤0.01% 724

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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return