Triumph Capital Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
Other funds holding FEX
MWM
Triumph Capital Management's FEX Position: Q2 2026 in Review
Triumph Capital Management reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 9.9% in Q2 2026, selling an estimated $675K and leaving 46,672 shares worth $6.53M. The position accounts for 1.18% of the portfolio, ranked #17.
Triumph Capital Management first reported a position in FEX in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.12M in Q2 2025. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.
- Triumph Capital Management held 46,672 shares of First Trust Large Cap Core AlphaDEX Fund worth $6.53M as of Q2 2026.
- Triumph Capital Management sold 5,112 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $675K.
- First Trust Large Cap Core AlphaDEX Fund made up 1.18% of Triumph Capital Management's portfolio in Q2 2026, its #17 holding.
- Triumph Capital Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2023 and has held it in 13 quarters since.
- Triumph Capital Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $9.12M in Q2 2025.
- 242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.
Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.