Brown Miller Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Brown Miller 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	$634K	Buy	+4,397	New	+$584K	0.16%	102
2022 Q1	–	Sell	-4,302	Closed	-$417K	–	122
2021 Q4	$417K	Sell	4,302 -562	-12%	-$54K	0.24%	77
2021 Q3	$445K	Hold	4,864	–	–	0.28%	72
2021 Q2	$453K	Buy	4,864 +704	+17%	+$65.5K	0.29%	73
2021 Q1	$377K	Hold	4,160	–	–	0.27%	81
2020 Q4	$320K	Buy	+4,160	New	+$284K	0.24%	83

Other funds holding FYX

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Brown Miller Wealth Management's FYX Position: Q2 2026 in Review

Brown Miller Wealth Management opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 4,397 shares worth $634K. The stake represents 0.16% of the portfolio and ranks #102 among its holdings. This is a return to the name: Brown Miller Wealth Management previously reported a position in FYX as recently as Q4 2021.

Brown Miller Wealth Management first reported a position in FYX in Q4 2020 and has held it in 6 quarters since. 92 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Brown Miller Wealth Management held 4,397 shares of First Trust Small Cap Core AlphaDEX Fund worth $634K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Brown Miller Wealth Management position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.16% of Brown Miller Wealth Management's portfolio in Q2 2026, its #102 holding.
Brown Miller Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2020 and has held it in 6 quarters since.
92 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.