Avantax Advisory Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
Other funds holding FYX
Avantax Advisory Services's FYX Position: Q2 2025 in Review
Avantax Advisory Services opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2025: 2,427 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #2092 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in FYX as recently as Q4 2019.
Avantax Advisory Services first reported a position in FYX in Q4 2019 and has held it in 2 quarters since. The position peaked at $828K in Q4 2019. 159 funds tracked by Wall St. Rank hold FYX as of Q2 2025.
- Avantax Advisory Services held 2,427 shares of First Trust Small Cap Core AlphaDEX Fund worth $236K as of Q2 2025.
- First Trust Small Cap Core AlphaDEX Fund was a new Avantax Advisory Services position in Q2 2025.
- First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2092 holding.
- Avantax Advisory Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2019 and has held it in 2 quarters since.
- Avantax Advisory Services's First Trust Small Cap Core AlphaDEX Fund position peaked at $828K in Q4 2019.
- 159 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.