Convergence Financial’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Convergence Financial’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	$282K	Buy	+1,954	New	+$260K	0.02%	225

Other funds holding FYX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Convergence Financial's FYX Position: Q2 2026 in Review

Convergence Financial opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 1,954 shares worth $282K. The stake represents 0.02% of the portfolio and ranks #225 among its holdings.

204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Convergence Financial held 1,954 shares of First Trust Small Cap Core AlphaDEX Fund worth $282K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Convergence Financial position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #225 holding.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.