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

Wealth Watch 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	–	Sell	-688	Closed	-$81.6K	–	385
2025 Q4	$81.6K	Buy	688 +164	+31%	+$19.2K	0.03%	163
2025 Q3	$61.2K	Buy	+524	New	+$59.5K	0.03%	172

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

Wealth Watch Advisors's FEX Position: Q1 2026 in Review

Wealth Watch Advisors sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q1 2026, closing a stake of 688 shares — an estimated $81.6K sold.

Wealth Watch Advisors first reported a position in FEX in Q3 2025 and held it in 2 quarters. The position peaked at $81.6K in Q4 2025. 228 funds tracked by Wall St. Rank hold FEX as of Q1 2026.

Wealth Watch Advisors reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Wealth Watch Advisors sold 688 First Trust Large Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $81.6K.
Wealth Watch Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q3 2025 and held it in 2 quarters.
Wealth Watch Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $81.6K in Q4 2025.
228 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.