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 Q3	$1.58M	Hold	11,679	–	–	0.04%	257
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

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wedmont Private Capital's FEX Position: Q3 2026 in Review

Wedmont Private Capital held its First Trust Large Cap Core AlphaDEX Fund (FEX) position steady in Q3 2026 at 11,679 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #257.

Wedmont Private Capital first reported a position in FEX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.6M in Q2 2026. 10 funds tracked by Wall St. Rank hold FEX as of Q3 2026.

Wedmont Private Capital held 11,679 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.58M as of Q3 2026.
Wedmont Private Capital left its First Trust Large Cap Core AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Large Cap Core AlphaDEX Fund made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #257 holding.
Wedmont Private Capital first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q1 2025 and has held it in 7 quarters since.
Wedmont Private Capital's First Trust Large Cap Core AlphaDEX Fund position peaked at $1.6M in Q2 2026.
10 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.