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 Q2	$5.05K	Hold	35	–	–	﹤0.01%	683
2026 Q1	$4.18K	Buy	+35	New	+$4.22K	﹤0.01%	709

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

Beacon Investment Advisory Services's FYX Position: Q2 2026 in Review

Beacon Investment Advisory Services held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q2 2026 at 35 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Beacon Investment Advisory Services first reported a position in FYX in Q1 2026 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Beacon Investment Advisory Services held 35 shares of First Trust Small Cap Core AlphaDEX Fund worth $5.05K as of Q2 2026.
Beacon Investment Advisory Services left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #683 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 2 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.