American Institute for Advanced Investment Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

American Institute for Advanced 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	$284K	Hold	1,965	–	–	0.16%	135
2026 Q1	$235K	Buy	1,965 +50	+3%	+$6.03K	0.15%	142
2025 Q4	$217K	Hold	1,915	–	–	0.14%	145
2025 Q3	$209K	Buy	+1,915	New	+$199K	0.14%	140
2025 Q2	–	Sell	-2,380	Closed	-$214K	–	150
2025 Q1	$214K	Sell	2,380 -1,020	-30%	-$100K	0.16%	133
2024 Q4	$344K	Sell	3,400 -545	-14%	-$56.3K	0.26%	96
2024 Q3	$393K	Sell	3,945 -115	-3%	-$11K	0.28%	91
2024 Q2	$367K	Sell	4,060 -155	-4%	-$14K	0.28%	90
2024 Q1	$393K	Buy	4,215 +355	+9%	+$31.8K	0.31%	88
2023 Q4	$353K	Sell	3,860 -4,351	-53%	-$357K	0.31%	82
2023 Q3	$684K	Buy	8,211 +2,431	+42%	+$205K	0.63%	48
2023 Q2	$475K	Buy	+5,780	New	+$457K	0.42%	68

Other funds holding FYX

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

GCA

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

American Institute for Advanced Investment Management's FYX Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q2 2026 at 1,965 shares worth $284K. The position accounts for 0.16% of the portfolio, ranked #135.

American Institute for Advanced Investment Management first reported a position in FYX in Q2 2023 and has held it in 12 quarters since. The position peaked at $684K in Q3 2023. 130 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

American Institute for Advanced Investment Management held 1,965 shares of First Trust Small Cap Core AlphaDEX Fund worth $284K as of Q2 2026.
American Institute for Advanced Investment Management left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.16% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #135 holding.
American Institute for Advanced Investment Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2023 and has held it in 12 quarters since.
American Institute for Advanced Investment Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $684K in Q3 2023.
130 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.