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 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

Other funds holding FEX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Wealth Partners's FEX Position: Q2 2026 in Review

Strategic Wealth Partners held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q2 2026 at 75 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Strategic Wealth Partners first reported a position in FEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.9K in Q4 2025. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Strategic Wealth Partners held 75 shares of First Trust Large Cap Core AlphaDEX Fund worth $10.5K as of Q2 2026.
Strategic Wealth Partners left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #913 holding.
Strategic Wealth Partners first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
Strategic Wealth Partners's First Trust Large Cap Core AlphaDEX Fund position peaked at $11.9K in Q4 2025.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.