Atlas Legacy Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Atlas Legacy Advisors’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	$668K	Sell	4,626 -52	-1%	-$6.91K	0.1%	122
2026 Q1	$558K	Hold	4,678	–	–	0.1%	120
2025 Q4	$529K	Hold	4,678	–	–	0.09%	134
2025 Q3	$510K	Sell	4,678 -4	-0.1%	-$415	0.1%	128
2025 Q2	$455K	Buy	4,682 +2,280	+95%	+$206K	0.1%	123
2025 Q1	$216K	Sell	2,402 -2,280	-49%	-$224K	0.06%	164
2024 Q4	$473K	Buy	+4,682	New	+$483K	0.11%	108

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

Atlas Legacy Advisors's FYX Position: Q2 2026 in Review

Atlas Legacy Advisors reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 1.1% in Q2 2026, selling an estimated $6.91K and leaving 4,626 shares worth $668K. The position accounts for 0.1% of the portfolio, ranked #122.

Atlas Legacy Advisors first reported a position in FYX in Q4 2024 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Atlas Legacy Advisors held 4,626 shares of First Trust Small Cap Core AlphaDEX Fund worth $668K as of Q2 2026.
Atlas Legacy Advisors sold 52 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $6.91K.
First Trust Small Cap Core AlphaDEX Fund made up 0.1% of Atlas Legacy Advisors's portfolio in Q2 2026, its #122 holding.
Atlas Legacy Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.