Advyzon Investment Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Advyzon Investment Management’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	$288K	Buy	+1,999	New	+$265K	0.02%	624

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

Advyzon Investment Management's FYX Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 1,999 shares worth $288K. The stake represents 0.02% of the portfolio and ranks #624 among its holdings.

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

Advyzon Investment Management held 1,999 shares of First Trust Small Cap Core AlphaDEX Fund worth $288K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Advyzon Investment Management position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #624 holding.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.