Beacon Investment Advisory Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Beacon Investment Advisory Services’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 Q3	$4.71K	Hold	35	–	–	﹤0.01%	691
2026 Q2	$5.05K	Hold	35	–	–	﹤0.01%	683
2026 Q1	$4.18K	Buy	+35	New	+$4.22K	﹤0.01%	709

Other funds holding FYX

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Beacon Investment Advisory Services's FYX Position: Q3 2026 in Review

Beacon Investment Advisory Services held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q3 2026 at 35 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Beacon Investment Advisory Services first reported a position in FYX in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.05K in Q2 2026. 20 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

Beacon Investment Advisory Services held 35 shares of First Trust Small Cap Core AlphaDEX Fund worth $4.71K as of Q3 2026.
Beacon Investment Advisory Services left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #691 holding.
Beacon Investment Advisory Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2026 and has held it in 3 quarters since.
Beacon Investment Advisory Services's First Trust Small Cap Core AlphaDEX Fund position peaked at $5.05K in Q2 2026.
20 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.