Strategic Wealth Partners
FEX icon

Strategic Wealth Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Strategic Wealth Partners’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
Q3 		$9.9K Hold
75
– – ﹤0.01% 735
2026
Q2 		$10.5K Hold
75
– – ﹤0.01% 913
2026
Q1 		$9.14K Sell
75
-25
-25% -$3.1K ﹤0.01% 912
2025
Q4 		$11.9K Hold
100
– – ﹤0.01% 840
2025
Q3 		$11.7K Hold
100
– – ﹤0.01% 860
2025
Q2 		$11K Buy
+100
New +$10.3K ﹤0.01% 766

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Janney Montgomery Scott
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Strategic Wealth Partners's FEX Position: Q3 2026 in Review

Strategic Wealth Partners held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q3 2026 at 75 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Strategic Wealth Partners first reported a position in FEX in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.9K in Q4 2025. 198 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

  • Strategic Wealth Partners held 75 shares of First Trust Large Cap Core AlphaDEX Fund worth $9.9K as of Q3 2026.
  • Strategic Wealth Partners left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q3 2026, its #735 holding.
  • Strategic Wealth Partners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2025 and has held it in 6 quarters since.
  • Strategic Wealth Partners's First Trust Large Cap Core AlphaDEX Fund position peaked at $11.9K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.