TLA
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Tanglewood Legacy Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Tanglewood Legacy 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 		$349K Buy
2,495
+5
+0.2% +$660 0.11% 88
2026
Q1 		$304K Buy
2,490
+6
+0.2% +$743 0.11% 89
2025
Q4 		$295K Sell
2,484
-72
-3% -$8.44K 0.11% 89
2025
Q3 		$299K Sell
2,556
-41
-2% -$4.66K 0.12% 84
2025
Q2 		$286K Sell
2,597
-73
-3% -$7.5K 0.12% 85
2025
Q1 		$274K Sell
2,670
-503
-16% -$53.3K 0.12% 81
2024
Q4 		$331K Buy
3,173
+13
+0.4% +$1.39K 0.14% 74
2024
Q3 		$329K Buy
3,160
+11
+0.3% +$1.1K 0.15% 69
2024
Q2 		$305K Buy
3,149
+8
+0.3% +$773 0.14% 68
2024
Q1 		$312K Sell
3,141
-149
-5% -$13.9K 0.15% 68
2023
Q4 		$297K Hold
3,290
– – 0.16% 68
2023
Q3 		$267K Buy
3,290
+12
+0.4% +$1.01K 0.16% 71
2023
Q2 		$275K Buy
3,278
+10
+0.3% +$803 0.16% 69
2023
Q1 		$263K Buy
3,268
+12
+0.4% +$984 0.17% 63
2022
Q4 		$261K Buy
+3,256
New +$260K 0.19% 48

Other funds holding FEX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tanglewood Legacy Advisors's FEX Position: Q2 2026 in Review

Tanglewood Legacy Advisors increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.2% in Q2 2026, buying an estimated $660 and bringing the position to 2,495 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #88.

Tanglewood Legacy Advisors first reported a position in FEX in Q4 2022 and has held it in 15 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

  • Tanglewood Legacy Advisors held 2,495 shares of First Trust Large Cap Core AlphaDEX Fund worth $349K as of Q2 2026.
  • Tanglewood Legacy Advisors bought 5 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $660.
  • First Trust Large Cap Core AlphaDEX Fund made up 0.11% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #88 holding.
  • Tanglewood Legacy Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
  • 242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.