Western Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Western Wealth Management’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
2025 Q2	–	Sell	-1,993	Closed	-$204K	–	731
2025 Q1	$204K	Sell	1,993 -503	-20%	-$53.3K	0.01%	648
2024 Q4	$260K	Sell	2,496 -196	-7%	-$21K	0.02%	564
2024 Q3	$280K	Sell	2,692 -203	-7%	-$20.2K	0.02%	623
2024 Q2	$281K	Buy	+2,895	New	+$280K	0.02%	520

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

HSA

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

Western Wealth Management's FEX Position: Q2 2025 in Review

Western Wealth Management sold out of First Trust Large Cap Core AlphaDEX Fund (FEX) in Q2 2025, closing a stake of 1,993 shares — an estimated $204K sold.

Western Wealth Management first reported a position in FEX in Q2 2024 and held it in 4 quarters. The position peaked at $281K in Q2 2024. 208 funds tracked by Wall St. Rank hold FEX as of Q2 2025.

Western Wealth Management reported no remaining First Trust Large Cap Core AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Western Wealth Management sold 1,993 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2025, an estimated $204K.
Western Wealth Management first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q2 2024 and held it in 4 quarters.
Western Wealth Management's First Trust Large Cap Core AlphaDEX Fund position peaked at $281K in Q2 2024.
208 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.