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Boston Standard Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Boston Standard Wealth Management’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 		$233K Buy
+1,611
New +$214K 0.03% 52

Other funds holding FYX

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

Boston Standard Wealth Management's FYX Position: Q2 2026 in Review

Boston Standard Wealth Management opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 1,611 shares worth $233K. The stake represents 0.03% of the portfolio and ranks #52 among its holdings.

88 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • Boston Standard Wealth Management held 1,611 shares of First Trust Small Cap Core AlphaDEX Fund worth $233K as of Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund was a new Boston Standard Wealth Management position in Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.03% of Boston Standard Wealth Management's portfolio in Q2 2026, its #52 holding.
  • 88 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Boston Standard Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.