Advisortrust Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Advisortrust Partners’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 Q3	$254K	Buy	+1,886	New	+$267K	0.08%	179

Other funds holding FYX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Advisortrust Partners's FYX Position: Q3 2026 in Review

Advisortrust Partners opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2026: 1,886 shares worth $254K. The stake represents 0.08% of the portfolio and ranks #179 among its holdings.

153 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

Advisortrust Partners held 1,886 shares of First Trust Small Cap Core AlphaDEX Fund worth $254K as of Q3 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Advisortrust Partners position in Q3 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.08% of Advisortrust Partners's portfolio in Q3 2026, its #179 holding.
153 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on Advisortrust Partners's 13F filing for Q3 2026, filed 2 Nov 2026.