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

Balboa Wealth 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	$652K	Buy	+4,520	New	+$600K	0.09%	188

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

Balboa Wealth Partners's FYX Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 4,520 shares worth $652K. The stake represents 0.09% of the portfolio and ranks #188 among its holdings.

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

Balboa Wealth Partners held 4,520 shares of First Trust Small Cap Core AlphaDEX Fund worth $652K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Balboa Wealth Partners position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.09% of Balboa Wealth Partners's portfolio in Q2 2026, its #188 holding.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.