Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Cambridge Investment Research Advisors’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 		$9.77M Buy
67,708
+433
+0.6% +$57.5K 0.02% 662
2026
Q1 		$8.03M Sell
67,275
-18,039
-21% -$2.18M 0.02% 704
2025
Q4 		$9.65M Sell
85,314
-55
-0.1% -$6.1K 0.03% 601
2025
Q3 		$9.3M Sell
85,369
-2,021
-2% -$210K 0.03% 595
2025
Q2 		$8.5M Sell
87,390
-54,811
-39% -$4.96M 0.03% 606
2025
Q1 		$12.8M Buy
142,201
+24,170
+20% +$2.37M 0.04% 418
2024
Q4 		$11.9M Buy
118,031
+20,203
+21% +$2.09M 0.04% 429
2024
Q3 		$9.74M Buy
97,828
+17,032
+21% +$1.63M 0.03% 512
2024
Q2 		$7.31M Sell
80,796
-56,047
-41% -$5.08M 0.03% 583
2024
Q1 		$12.8M Buy
136,843
+6,530
+5% +$584K 0.05% 369
2023
Q4 		$11.9M Buy
130,313
+18,596
+17% +$1.53M 0.05% 342
2023
Q3 		$9.01M Buy
111,717
+21,390
+24% +$1.81M 0.04% 416
2023
Q2 		$7.43M Buy
90,327
+9,404
+12% +$743K 0.03% 483
2023
Q1 		$6.52M Buy
80,923
+9,637
+14% +$804K 0.03% 513
2022
Q4 		$5.59M Buy
71,286
+17,486
+33% +$1.39M 0.03% 561
2022
Q3 		$3.91M Sell
53,800
-3,432
-6% -$279K 0.02% 673
2022
Q2 		$4.39M Sell
57,232
-1,623
-3% -$136K 0.02% 643
2022
Q1 		$5.39M Sell
58,855
-57,253
-49% -$5.24M 0.02% 604
2021
Q4 		$11.3M Buy
116,108
+19,555
+20% +$1.88M 0.05% 344
2021
Q3 		$8.84M Buy
96,553
+21,779
+29% +$1.99M 0.04% 394
2021
Q2 		$6.97M Buy
74,774
+37,562
+101% +$3.49M 0.03% 495
2021
Q1 		$3.37M Buy
37,212
+8,057
+28% +$708K 0.02% 739
2020
Q4 		$2.24M Buy
29,155
+562
+2% +$38.4K 0.01% 869
2020
Q3 		$1.66M Sell
28,593
-3,923
-12% -$226K 0.01% 906
2020
Q2 		$1.76M Sell
32,516
-574
-2% -$28.3K 0.01% 828
2020
Q1 		$1.36M Sell
33,090
-9,115
-22% -$515K 0.01% 824
2019
Q4 		$2.74M Sell
42,205
-2,484
-6% -$154K 0.02% 656
2019
Q3 		$2.68M Sell
44,689
-5,499
-11% -$330K 0.02% 638
2019
Q2 		$3.09M Sell
50,188
-555
-1% -$34K 0.03% 560
2019
Q1 		$3.13M Sell
50,743
-15,709
-24% -$954K 0.03% 545
2018
Q4 		$3.6M Buy
66,452
+7
+0% +$425 0.04% 433
2018
Q3 		$4.58M Buy
66,445
+11,257
+20% +$771K 0.04% 393
2018
Q2 		$3.64M Sell
55,188
-1,813
-3% -$116K 0.04% 432
2018
Q1 		$3.43M Buy
57,001
+399
+0.7% +$24.5K 0.04% 431
2017
Q4 		$3.46M Buy
56,602
+30,806
+119% +$1.84M 0.04% 407
2017
Q3 		$1.52M Buy
25,796
+698
+3% +$38.9K 0.02% 638
2017
Q2 		$1.4M Sell
25,098
-1,699
-6% -$92.7K 0.02% 652
2017
Q1 		$1.46M Buy
26,797
+3,063
+13% +$166K 0.02% 572
2016
Q4 		$1.28M Buy
23,734
+1,908
+9% +$97.4K 0.02% 576
2016
Q3 		$1.09M Sell
21,826
-2,013
-8% -$98.2K 0.02% 647
2016
Q2 		$1.1M Sell
23,839
-1,336
-5% -$60.6K 0.02% 567
2016
Q1 		$1.14M Sell
25,175
-1,143
-4% -$47.5K 0.03% 521
2015
Q4 		$1.16M Sell
26,318
-8,189
-24% -$375K 0.03% 506
2015
Q3 		$1.51M Sell
34,507
-22,801
-40% -$1.07M 0.04% 374
2015
Q2 		$2.86M Buy
57,308
+12,972
+29% +$655K 0.08% 247
2015
Q1 		$2.24M Buy
44,336
+12,499
+39% +$614K 0.06% 291
2014
Q4 		$1.56M Sell
31,837
-91
-0.3% -$4.25K 0.05% 354
2014
Q3 		$1.43M Buy
31,928
+2,024
+7% +$95.7K 0.04% 398
2014
Q2 		$1.47M Sell
29,904
-3,773
-11% -$179K 0.05% 343
2014
Q1 		$1.64M Buy
33,677
+13,729
+69% +$655K 0.06% 303
2013
Q4 		$971K Buy
19,948
+4,066
+26% +$188K 0.04% 405
2013
Q3 		$696K Buy
15,882
+5,196
+49% +$220K 0.03% 494
2013
Q2 		$422K Buy
+10,686
New +$414K 0.02% 612

Other funds holding FYX

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors's FYX Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 0.64% in Q2 2026, buying an estimated $57.5K and bringing the position to 67,708 shares worth $9.77M. The position accounts for 0.02% of the portfolio, ranked #662.

Cambridge Investment Research Advisors first reported a position in FYX in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.8M in Q1 2025. 71 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • Cambridge Investment Research Advisors held 67,708 shares of First Trust Small Cap Core AlphaDEX Fund worth $9.77M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 433 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $57.5K.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #662 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $12.8M in Q1 2025.
  • 71 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.