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

UBS AM’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	$184K	Hold	1,313	–	–	﹤0.01%	2739
2026 Q1	$160K	Buy	+1,313	New	+$163K	﹤0.01%	2768

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

UBS AM's FEX Position: Q2 2026 in Review

UBS AM held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q2 2026 at 1,313 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2739.

UBS AM first reported a position in FEX in Q1 2026 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

UBS AM held 1,313 shares of First Trust Large Cap Core AlphaDEX Fund worth $184K as of Q2 2026.
UBS AM left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2739 holding.
UBS AM first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.