Benjamin Edwards Inc’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Benjamin Edwards Inc’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
2025 Q2	–	Sell	-11,316	Closed	-$1.02M	–	1174
2025 Q1	$1.02M	Buy	11,316 +71	+0.6%	+$6.96K	0.01%	574
2024 Q4	$1.14M	Sell	11,245 -299	-3%	-$30.9K	0.02%	572
2024 Q3	$1.15M	Buy	+11,544	New	+$1.11M	0.02%	561
2021 Q2	–	Sell	-176	Closed	-$16K	–	420
2021 Q1	$16K	Hold	176	–	–	0.01%	312
2020 Q4	$14K	Hold	176	–	–	0.01%	315
2020 Q3	$10K	Sell	176 -49	-22%	-$2.82K	0.01%	310
2020 Q2	$12K	Sell	225 -62	-22%	-$3.05K	0.01%	286
2020 Q1	$12K	Buy	+287	New	+$16.2K	0.01%	271

Other funds holding FYX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Benjamin Edwards Inc's FYX Position: Q2 2025 in Review

Benjamin Edwards Inc sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2025, closing a stake of 11,316 shares — an estimated $1.02M sold.

Benjamin Edwards Inc first reported a position in FYX in Q1 2020 and held it in 8 quarters. The position peaked at $1.15M in Q3 2024. 159 funds tracked by Wall St. Rank hold FYX as of Q2 2025.

Benjamin Edwards Inc reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Benjamin Edwards Inc sold 11,316 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2025, an estimated $1.02M.
Benjamin Edwards Inc first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2020 and held it in 8 quarters.
Benjamin Edwards Inc's First Trust Small Cap Core AlphaDEX Fund position peaked at $1.15M in Q3 2024.
159 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2025.

Based on Benjamin Edwards Inc's 13F filing for Q2 2025, filed 14 Aug 2025.