TrueFG’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

TrueFG’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	$225K	Buy	+1,612	New	+$213K	0.05%	67

Other funds holding FEX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

TrueFG's FEX Position: Q2 2026 in Review

TrueFG opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026: 1,612 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #67 among its holdings.

25 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

TrueFG held 1,612 shares of First Trust Large Cap Core AlphaDEX Fund worth $225K as of Q2 2026.
First Trust Large Cap Core AlphaDEX Fund was a new TrueFG position in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.05% of TrueFG's portfolio in Q2 2026, its #67 holding.
25 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.