Ankerstar Wealth’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Ankerstar Wealth’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	$261K	Buy	+1,940	New	+$275K	0.2%	61

Other funds holding FYX

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

Ankerstar Wealth's FYX Position: Q3 2026 in Review

Ankerstar Wealth opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2026: 1,940 shares worth $261K. The stake represents 0.2% of the portfolio and ranks #61 among its holdings.

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

Ankerstar Wealth held 1,940 shares of First Trust Small Cap Core AlphaDEX Fund worth $261K as of Q3 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Ankerstar Wealth position in Q3 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.2% of Ankerstar Wealth's portfolio in Q3 2026, its #61 holding.
180 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on Ankerstar Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.