Wedmont Private Capital’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Wedmont Private Capital’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	$1.6M	Hold	11,679	–	–	0.04%	238
2026 Q1	$1.47M	Hold	11,679	–	–	0.05%	227
2025 Q4	$1.42M	Hold	11,679	–	–	0.05%	216
2025 Q3	$1.37M	Hold	11,679	–	–	0.05%	214
2025 Q2	$1.3M	Hold	11,679	–	–	0.06%	215
2025 Q1	$1.12M	Buy	+11,679	New	+$1.24M	0.06%	210

Other funds holding FEX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return