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

Washington Trust Advisors’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 Q1	$41.8K	Hold	343	–	–	﹤0.01%	371
2025 Q4	$40.7K	Hold	343	–	–	﹤0.01%	371
2025 Q3	$40.1K	Buy	+343	New	+$39K	﹤0.01%	373

Other funds holding FEX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Washington Trust Advisors's FEX Position: Q1 2026 in Review

Washington Trust Advisors held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q1 2026 at 343 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Washington Trust Advisors first reported a position in FEX in Q3 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Washington Trust Advisors held 343 shares of First Trust Large Cap Core AlphaDEX Fund worth $41.8K as of Q1 2026.
Washington Trust Advisors left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Large Cap Core AlphaDEX Fund made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #371 holding.
Washington Trust Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.