Evelyn Partners Group Ltd’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Evelyn Partners Group Ltd’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	$23.8K	Buy	+170	New	+$22.5K	﹤0.01%	427

Other funds holding FEX

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ECA

Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return

Evelyn Partners Group Ltd's FEX Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2026: 170 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings.

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

Evelyn Partners Group Ltd held 170 shares of First Trust Large Cap Core AlphaDEX Fund worth $23.8K as of Q2 2026.
First Trust Large Cap Core AlphaDEX Fund was a new Evelyn Partners Group Ltd position in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #427 holding.
134 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.