Coppell Advisory Solutions’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-3,638	Closed	-$416K	–	158
2025 Q4	$416K	Hold	3,638	–	–	0.04%	278
2025 Q3	$396K	Hold	3,638	–	–	0.04%	284
2025 Q2	$352K	Sell	3,638 -8	-0.2%	-$724	0.04%	281
2025 Q1	$319K	Sell	3,646 -11,029	-75%	-$1.08M	0.04%	253
2024 Q4	$1.48M	Sell	14,675 -671	-4%	-$69.3K	0.21%	101
2024 Q3	$1.52M	Sell	15,346 -550	-3%	-$52.7K	0.22%	97
2024 Q2	$1.44M	Buy	+15,896	New	+$1.44M	0.24%	93
2023 Q4	$372K	Sell	4,064 -14,562	-78%	-$1.2M	0.07%	180
2023 Q3	$1.46M	Buy	18,626 +17,948	+2,647%	+$1.51M	0.5%	53
2023 Q2	$55.7K	Sell	678 -17,770	-96%	-$1.4M	0.02%	333
2023 Q1	$1.46M	Sell	18,448 -178	-1%	-$14.9K	0.48%	53
2022 Q4	$1.46M	Buy	+18,626	New	+$1.48M	0.49%	53
2020 Q4	$3.72M	Buy	+48,377	New	+$3.3M	1.88%	9

Other funds holding FYX

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Coppell Advisory Solutions's FYX Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2026, closing a stake of 3,638 shares — an estimated $416K sold.

Coppell Advisory Solutions first reported a position in FYX in Q4 2020 and held it in 13 quarters. The position peaked at $3.72M in Q4 2020. 181 funds tracked by Wall St. Rank hold FYX as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 3,638 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $416K.
Coppell Advisory Solutions first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2020 and held it in 13 quarters.
Coppell Advisory Solutions's First Trust Small Cap Core AlphaDEX Fund position peaked at $3.72M in Q4 2020.
181 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.