Wealth Enhancement Advisory Services’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Wealth Enhancement Advisory Services’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	$6.65M	Sell	48,559 -6,423	-12%	-$848K	0.01%	853
2026 Q1	$6.75M	Buy	54,982 +51,957	+1,718%	+$6.44M	0.01%	747
2025 Q4	$371K	Buy	+3,025	New	+$355K	﹤0.01%	2725

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

Wealth Enhancement Advisory Services's FEX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 12% in Q2 2026, selling an estimated $848K and leaving 48,559 shares worth $6.65M. The position accounts for 0.01% of the portfolio, ranked #853.

Wealth Enhancement Advisory Services first reported a position in FEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.75M in Q1 2026. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Wealth Enhancement Advisory Services held 48,559 shares of First Trust Large Cap Core AlphaDEX Fund worth $6.65M as of Q2 2026.
Wealth Enhancement Advisory Services sold 6,423 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $848K.
First Trust Large Cap Core AlphaDEX Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #853 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
Wealth Enhancement Advisory Services's First Trust Large Cap Core AlphaDEX Fund position peaked at $6.75M in Q1 2026.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.