Ausdal Financial Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Ausdal Financial Partners’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	$483K	Buy	+3,346	New	+$444K	0.02%	653
2016 Q1	–	Sell	-6,071	Closed	-$268K	–	528
2015 Q4	$268K	Buy	+6,071	New	+$278K	0.14%	169

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

Ausdal Financial Partners's FYX Position: Q2 2026 in Review

Ausdal Financial Partners opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 3,346 shares worth $483K. The stake represents 0.02% of the portfolio and ranks #653 among its holdings. This is a return to the name: Ausdal Financial Partners previously reported a position in FYX as recently as Q4 2015.

Ausdal Financial Partners first reported a position in FYX in Q4 2015 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Ausdal Financial Partners held 3,346 shares of First Trust Small Cap Core AlphaDEX Fund worth $483K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Ausdal Financial Partners position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.02% of Ausdal Financial Partners's portfolio in Q2 2026, its #653 holding.
Ausdal Financial Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2015 and has held it in 2 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.