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

Concurrent Investment 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 		$15.5M Buy
107,601
+22,084
+26% +$2.93M 0.13% 165
2026
Q1 		$10.2M Buy
85,517
+10,392
+14% +$1.25M 0.11% 201
2025
Q4 		$8.5M Buy
75,125
+1,402
+2% +$156K 0.1% 222
2025
Q3 		$8.03M Buy
73,723
+3,666
+5% +$381K 0.14% 154
2025
Q2 		$6.82M Buy
+70,057
New +$6.34M 0.13% 169

Other funds holding FYX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Concurrent Investment Advisors's FYX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 26% in Q2 2026, buying an estimated $2.93M and bringing the position to 107,601 shares worth $15.5M. The position accounts for 0.13% of the portfolio, ranked #165.

Concurrent Investment Advisors first reported a position in FYX in Q2 2025 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • Concurrent Investment Advisors held 107,601 shares of First Trust Small Cap Core AlphaDEX Fund worth $15.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 22,084 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $2.93M.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #165 holding.
  • Concurrent Investment Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
  • 120 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

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