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

Creative Financial Designs’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	$228K	Buy	+1,583	New	+$210K	0.01%	579
2022 Q4	–	Sell	-296	Closed	-$21K	–	1321
2022 Q3	$21K	Buy	296 +1	+0.3%	+$81	﹤0.01%	725
2022 Q2	$23K	Buy	295 +15	+5%	+$1.26K	﹤0.01%	706
2022 Q1	$26K	Sell	280 -3	-1%	-$274	﹤0.01%	708
2021 Q4	$28K	Sell	283 -10	-3%	-$961	﹤0.01%	691
2021 Q3	$27K	Sell	293 -100	-25%	-$9.14K	﹤0.01%	786
2021 Q2	$37K	Buy	393 +75	+24%	+$6.98K	0.01%	684
2021 Q1	$29K	Sell	318 -1	-0.3%	-$88	0.01%	689
2020 Q4	$25K	Sell	319 -1,545	-83%	-$105K	0.01%	667
2020 Q3	$108K	Sell	1,864 -10,040	-84%	-$579K	0.03%	326
2020 Q2	$646K	Buy	11,904 +1,173	+11%	+$57.7K	0.2%	93
2020 Q1	$441K	Buy	10,731 +879	+9%	+$49.7K	0.23%	73
2019 Q4	$639K	Buy	9,852 +3,463	+54%	+$215K	0.29%	85
2019 Q3	$371K	Buy	6,389 +2,178	+52%	+$131K	0.2%	91
2019 Q2	$258K	Buy	4,211 +4,100	+3,694%	+$251K	0.14%	117
2019 Q1	$7K	Hold	111	–	–	﹤0.01%	416
2018 Q4	$6K	Sell	111 -79	-42%	-$4.8K	﹤0.01%	414
2018 Q3	$13K	Buy	190 +120	+171%	+$8.22K	0.01%	398
2018 Q2	$5K	Buy	70 +1	+1%	+$64	﹤0.01%	545
2018 Q1	$4K	Hold	69	–	–	﹤0.01%	513
2017 Q4	$4K	Hold	69	–	–	﹤0.01%	520
2017 Q3	$4K	Hold	69	–	–	﹤0.01%	535
2017 Q2	$4K	Hold	69	–	–	﹤0.01%	549
2017 Q1	$4K	Sell	69 -261	-79%	-$14.1K	﹤0.01%	513
2016 Q4	$18K	Buy	+330	New	+$16.8K	0.01%	332

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

Creative Financial Designs's FYX Position: Q2 2026 in Review

Creative Financial Designs opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 1,583 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in FYX as recently as Q3 2022.

Creative Financial Designs first reported a position in FYX in Q4 2016 and has held it in 25 quarters since. The position peaked at $646K in Q2 2020. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Creative Financial Designs held 1,583 shares of First Trust Small Cap Core AlphaDEX Fund worth $228K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Creative Financial Designs position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #579 holding.
Creative Financial Designs first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2016 and has held it in 25 quarters since.
Creative Financial Designs's First Trust Small Cap Core AlphaDEX Fund position peaked at $646K in Q2 2020.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.