Atria Investments’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Atria Investments’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	$253K	Buy	+1,753	New	+$233K	﹤0.01%	1951
2025 Q1	–	Sell	-2,006	Closed	-$203K	–	1940
2024 Q4	$203K	Buy	+2,006	New	+$207K	﹤0.01%	1783
2017 Q1	–	Sell	-9,643	Closed	-$519K	–	687
2016 Q4	$519K	Sell	9,643 -585	-6%	-$29.9K	0.04%	332
2016 Q3	$509K	Sell	10,228 -514	-5%	-$25.1K	0.05%	309
2016 Q2	$500K	Buy	10,742 +64	+0.6%	+$2.9K	0.05%	261
2016 Q1	$482K	Sell	10,678 -9,838	-48%	-$409K	0.05%	254
2015 Q4	$831K	Buy	+20,516	New	+$940K	0.09%	166

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

Atria Investments's FYX Position: Q2 2026 in Review

Atria Investments opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 1,753 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #1951 among its holdings. This is a return to the name: Atria Investments previously reported a position in FYX as recently as Q4 2024.

Atria Investments first reported a position in FYX in Q4 2015 and has held it in 7 quarters since. The position peaked at $831K in Q4 2015. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Atria Investments held 1,753 shares of First Trust Small Cap Core AlphaDEX Fund worth $253K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Atria Investments position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1951 holding.
Atria Investments first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2015 and has held it in 7 quarters since.
Atria Investments's First Trust Small Cap Core AlphaDEX Fund position peaked at $831K in Q4 2015.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.