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

Axxcess Wealth Management’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 		$1.3M Buy
+9,023
New +$1.2M 0.02% 467
2026
Q1 		– Sell
-4,678
Closed -$529K – 625
2025
Q4 		$529K Buy
+4,678
New +$519K 0.01% 689

Other funds holding FYX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Axxcess Wealth Management's FYX Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 9,023 shares worth $1.3M. The stake represents 0.02% of the portfolio and ranks #467 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FYX as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FYX in Q4 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • Axxcess Wealth Management held 9,023 shares of First Trust Small Cap Core AlphaDEX Fund worth $1.3M as of Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund was a new Axxcess Wealth Management position in Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #467 holding.
  • Axxcess Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.