Brady Family Wealth’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Brady Family Wealth’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	$240K	Buy	+1,660	New	+$220K	0.07%	109
2026 Q1	–	Sell	-1,818	Closed	-$206K	–	113
2025 Q4	$206K	Sell	1,818 -115	-6%	-$12.8K	0.06%	105
2025 Q3	$211K	Buy	+1,933	New	+$201K	0.07%	104

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Brady Family Wealth's FYX Position: Q2 2026 in Review

Brady Family Wealth opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 1,660 shares worth $240K. The stake represents 0.07% of the portfolio and ranks #109 among its holdings. This is a return to the name: Brady Family Wealth previously reported a position in FYX as recently as Q4 2025.

Brady Family Wealth first reported a position in FYX in Q3 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Brady Family Wealth held 1,660 shares of First Trust Small Cap Core AlphaDEX Fund worth $240K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Brady Family Wealth position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.07% of Brady Family Wealth's portfolio in Q2 2026, its #109 holding.
Brady Family Wealth first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
84 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.