Wetzel Investment Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Wetzel Investment 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 Q2	$1.31M	Sell	9,345 -125	-1%	-$16.5K	0.45%	37
2026 Q1	$1.15M	Sell	9,470 -10	-0.1%	-$1.24K	0.46%	40
2025 Q4	$1.12M	Sell	9,480 -199	-2%	-$23.3K	0.46%	41
2025 Q3	$1.13M	Sell	9,679 -182	-2%	-$20.7K	0.48%	38
2025 Q2	$1.08M	Sell	9,861 -2,897	-23%	-$298K	0.5%	36
2025 Q1	$1.31M	Sell	12,758 -366	-3%	-$38.8K	0.66%	32
2024 Q4	$1.37M	Sell	13,124 -850	-6%	-$91.2K	0.68%	32
2024 Q3	$1.46M	Sell	13,974 -539	-4%	-$53.7K	0.73%	30
2024 Q2	$1.44M	Buy	14,513 +178	+1%	+$17.2K	0.82%	28
2024 Q1	$1.34M	Sell	14,335 -586	-4%	-$54.7K	0.79%	28
2023 Q4	$1.34M	Buy	+14,921	New	+$1.25M	0.83%	26

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

Wetzel Investment Advisors's FEX Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its First Trust Large Cap Core AlphaDEX Fund (FEX) stake by 1.3% in Q2 2026, selling an estimated $16.5K and leaving 9,345 shares worth $1.31M. The position accounts for 0.45% of the portfolio, ranked #37.

Wetzel Investment Advisors first reported a position in FEX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q3 2024. 242 funds tracked by Wall St. Rank hold FEX as of Q2 2026.

Wetzel Investment Advisors held 9,345 shares of First Trust Large Cap Core AlphaDEX Fund worth $1.31M as of Q2 2026.
Wetzel Investment Advisors sold 125 First Trust Large Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $16.5K.
First Trust Large Cap Core AlphaDEX Fund made up 0.45% of Wetzel Investment Advisors's portfolio in Q2 2026, its #37 holding.
Wetzel Investment Advisors first reported a position in First Trust Large Cap Core AlphaDEX Fund in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's First Trust Large Cap Core AlphaDEX Fund position peaked at $1.46M in Q3 2024.
242 funds tracked by Wall St. Rank held First Trust Large Cap Core AlphaDEX Fund as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.