Sound Income Strategies’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Sound Income Strategies’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	-1,284	Closed	-$157K	–	1109
2026 Q1	$157K	Hold	1,284	–	–	0.01%	472
2025 Q4	$158K	Buy	+1,284	New	+$150K	0.01%	477
2023 Q3	–	Sell	-500	Closed	-$42K	–	1179
2023 Q2	$42K	Buy	+500	New	+$40.1K	﹤0.01%	311

Other funds holding FEX

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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

PAG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sound Income Strategies's FEX Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026, closing a stake of 1,284 shares — an estimated $157K sold.

Sound Income Strategies first reported a position in FEX in Q2 2023 and held it in 3 quarters. The position peaked at $158K in Q4 2025. 179 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Sound Income Strategies reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,284 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $157K.
Sound Income Strategies first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2023 and held it in 3 quarters.
Sound Income Strategies's First Trust Large Cap Core AlphaDEX Fund position peaked at $158K in Q4 2025.
179 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.