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

Avion 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 Q2	$32K	Buy	+225	New	+$29.9K	0.01%	307

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

Avion Wealth's FYX Position: Q2 2026 in Review

Avion Wealth opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 225 shares worth $32K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings.

204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Avion Wealth held 225 shares of First Trust Small Cap Core AlphaDEX Fund worth $32K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Avion Wealth position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #307 holding.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.