Action Point Financial Planning’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Action Point Financial Planning’s Portfolio FYX Stock Details FYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$543K	Buy	+3,765	New	+$500K	0.06%	246

Other funds holding FYX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Action Point Financial Planning's FYX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 3,765 shares worth $543K. The stake represents 0.06% of the portfolio and ranks #246 among its holdings.

204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Action Point Financial Planning held 3,765 shares of First Trust Small Cap Core AlphaDEX Fund worth $543K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Action Point Financial Planning position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.06% of Action Point Financial Planning's portfolio in Q2 2026, its #246 holding.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.