Belpointe Asset Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
Other funds holding FYX
Belpointe Asset Management's FYX Position: Q1 2026 in Review
Belpointe Asset Management increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 3.1% in Q1 2026, buying an estimated $16.5K and bringing the position to 4,529 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #663.
Belpointe Asset Management first reported a position in FYX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.8M in Q4 2023. 181 funds tracked by Wall St. Rank hold FYX as of Q1 2026.
- Belpointe Asset Management held 4,529 shares of First Trust Small Cap Core AlphaDEX Fund worth $541K as of Q1 2026.
- Belpointe Asset Management bought 137 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $16.5K.
- First Trust Small Cap Core AlphaDEX Fund made up 0.02% of Belpointe Asset Management's portfolio in Q1 2026, its #663 holding.
- Belpointe Asset Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2022 and has held it in 14 quarters since.
- Belpointe Asset Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $1.8M in Q4 2023.
- 181 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.