Triton Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Triton Wealth 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 Q2	$437K	Buy	3,224 +2	+0.1%	+$264	0.13%	82
2026 Q1	$396K	Sell	3,222 -5	-0.2%	-$619	0.15%	78
2025 Q4	$399K	Buy	3,227 +4	+0.1%	+$469	0.15%	80
2025 Q3	$378K	Sell	3,223 -36	-1%	-$4.09K	0.14%	76
2025 Q2	$367K	Buy	+3,259	New	+$335K	0.16%	77
2024 Q4	$353K	Hold	3,250	–	–	0.18%	59
2024 Q3	$337K	Buy	3,250 +3	+0.1%	+$299	0.19%	56
2024 Q2	$322K	Buy	3,247 +3	+0.1%	+$290	0.19%	59
2024 Q1	$309K	Buy	3,244 +2	+0.1%	+$187	0.21%	54
2023 Q4	$288K	Buy	3,242 +4	+0.1%	+$335	0.19%	54
2023 Q3	$265K	Sell	3,238 -296	-8%	-$25K	0.18%	57
2023 Q2	$306K	Buy	3,534 +2	+0.1%	+$161	0.17%	57
2023 Q1	$288K	Sell	3,532 -220	-6%	-$18K	0.18%	54
2022 Q4	$313K	Buy	3,752 +5	+0.1%	+$399	0.19%	59
2022 Q3	$287K	Buy	3,747 +5	+0.1%	+$398	0.17%	54
2022 Q2	$304K	Sell	3,742 -582	-13%	-$48.1K	0.21%	57
2022 Q1	$379K	Hold	4,324	–	–	0.2%	63
2021 Q4	$379K	Buy	4,324 +3	+0.1%	+$271	0.2%	63
2021 Q3	$384K	Sell	4,321 -88	-2%	-$7.7K	0.18%	68
2021 Q2	$392K	Buy	4,409 +155	+4%	+$13K	0.22%	70
2021 Q1	$347K	Buy	4,254 +1	+0%	+$78	0.24%	69
2020 Q4	$311K	Sell	4,253 -4	-0.1%	-$276	0.2%	61
2020 Q3	$275K	Sell	4,257 -370	-8%	-$23.2K	0.23%	61
2020 Q2	$287K	Sell	4,627 -197	-4%	-$10.9K	0.3%	55
2020 Q1	$261K	Buy	+4,824	New	+$289K	0.42%	44

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

Triton Wealth Management's FEX Position: Q2 2026 in Review

Triton Wealth Management increased its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 0.06% in Q2 2026, buying an estimated $264 and bringing the position to 3,224 shares worth $437K. The position accounts for 0.13% of the portfolio, ranked #82.

Triton Wealth Management first reported a position in FEX in Q1 2020 and has held it in 25 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Triton Wealth Management held 3,224 shares of First Trust Large Cap Core AlphaDEX Fund worth $437K as of Q2 2026.
Triton Wealth Management bought 2 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $264.
First Trust Large Cap Core AlphaDEX Fund made up 0.13% of Triton Wealth Management's portfolio in Q2 2026, its #82 holding.
Triton Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2020 and has held it in 25 quarters since.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.