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B. Riley Wealth Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

B. Riley Wealth Advisors’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 		$1.68M Buy
11,692
+4
+0% +$531 0.09% 207
2026
Q1 		$1.36M Sell
11,688
-3,269
-22% -$394K 0.09% 226
2025
Q4 		$1.69M Sell
14,957
-571
-4% -$63.4K 0.08% 236
2025
Q3 		$1.69M Buy
15,528
+1,881
+14% +$195K 0.08% 241
2025
Q2 		$1.33M Buy
+13,647
New +$1.23M 0.06% 286
2024
Q4 		$1.23M Buy
12,164
+781
+7% +$80.6K 0.04% 393
2024
Q3 		$1.12M Buy
11,383
+328
+3% +$31.4K 0.03% 472
2024
Q2 		$1M Buy
+11,055
New +$1M 0.03% 540
2015
Q1 		– Sell
-1,470
Closed -$72 – 1094
2014
Q4 		$72 Buy
+1,470
New +$68.7K ﹤0.01% 1899
2014
Q3 		– Sell
-570
Closed -$28K – 1116
2014
Q2 		$28K Buy
+570
New +$27K 0.01% 1304

Other funds holding FYX

MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
BMWM
Brown Miller Wealth Management Mclean, Virginia $397M AUM 24.84% 1-Year Est. Return

B. Riley Wealth Advisors's FYX Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 0.03% in Q2 2026, buying an estimated $531 and bringing the position to 11,692 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #207.

B. Riley Wealth Advisors first reported a position in FYX in Q2 2014 and has held it in 10 quarters since. The position peaked at $1.69M in Q3 2025. 32 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • B. Riley Wealth Advisors held 11,692 shares of First Trust Small Cap Core AlphaDEX Fund worth $1.68M as of Q2 2026.
  • B. Riley Wealth Advisors bought 4 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $531.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.09% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • B. Riley Wealth Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2014 and has held it in 10 quarters since.
  • B. Riley Wealth Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $1.69M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.