Ameritas Advisory Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Ameritas Advisory Services’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	$337K	Buy	+2,333	New	+$310K	0.01%	907
2025 Q4	–	Sell	-617	Closed	-$67.2K	–	1383
2025 Q3	$67.2K	Sell	617 -619	-50%	-$64.3K	﹤0.01%	976
2025 Q2	$120K	Sell	1,236 -1,278	-51%	-$116K	0.01%	912
2025 Q1	$235K	Hold	2,514	–	–	0.01%	767
2024 Q4	$254K	Buy	2,514 +1	+0%	+$103	0.01%	763
2024 Q3	$250K	Buy	2,513 +2	+0.1%	+$192	0.01%	732
2024 Q2	$227K	Hold	2,511	–	–	0.01%	823
2024 Q1	$232K	Buy	+2,511	New	+$225K	0.01%	788
2023 Q4	–	Sell	-2,892	Closed	-$231K	–	755
2023 Q3	$231K	Buy	+2,892	New	+$244K	0.01%	707
2023 Q2	–	Sell	-2,588	Closed	-$207K	–	1310
2023 Q1	$207K	Sell	2,588 -712	-22%	-$59.4K	0.01%	760
2022 Q4	$259K	Buy	+3,300	New	+$263K	0.01%	751
2022 Q3	–	Sell	-2,691	Closed	-$206K	–	779
2022 Q2	$206K	Sell	2,691 -178	-6%	-$14.9K	0.01%	740
2022 Q1	$263K	Hold	2,869	–	–	0.01%	706
2021 Q4	$278K	Buy	+2,869	New	+$276K	0.01%	670

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

Ameritas Advisory Services's FYX Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 2,333 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in FYX as recently as Q3 2025.

Ameritas Advisory Services first reported a position in FYX in Q4 2021 and has held it in 14 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Ameritas Advisory Services held 2,333 shares of First Trust Small Cap Core AlphaDEX Fund worth $337K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Ameritas Advisory Services position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #907 holding.
Ameritas Advisory Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2021 and has held it in 14 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.