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Brooklyn Investment Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Brooklyn Investment 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
2025
Q3 		– Sell
-175
Closed -$17K – 1440
2025
Q2 		$17K Buy
+175
New +$15.8K ﹤0.01% 1904

Other funds holding FYX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Brooklyn Investment Group's FYX Position: Q3 2025 in Review

Brooklyn Investment Group sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2025, closing a stake of 175 shares — an estimated $17K sold.

Brooklyn Investment Group first reported a position in FYX in Q2 2025 and held it in 1 quarter. The position peaked at $17K in Q2 2025. 156 funds tracked by Wall St. Rank hold FYX as of Q3 2025.

  • Brooklyn Investment Group reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 175 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2025, an estimated $17K.
  • Brooklyn Investment Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
  • Brooklyn Investment Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $17K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.