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Beto Financial Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Beto Financial Group’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 		– Sell
-1,529
Closed -$204K – 156
2026
Q1 		$204K Sell
1,529
-245
-14% -$29.6K 0.12% 149
2025
Q4 		$216K Buy
+1,774
New +$197K 0.15% 126

Other funds holding FYX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Beto Financial Group's FYX Position: Q2 2026 in Review

Beto Financial Group sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026, closing a stake of 1,529 shares — an estimated $204K sold.

Beto Financial Group first reported a position in FYX in Q4 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • Beto Financial Group reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Beto Financial Group sold 1,529 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $204K.
  • Beto Financial Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2025 and held it in 2 quarters.
  • Beto Financial Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $216K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.