Cullen/Frost Bankers’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Cullen/Frost Bankers’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
2025 Q1	–	Sell	-202	Closed	-$20.4K	–	1362
2024 Q4	$20.4K	Buy	+202	New	+$20.9K	﹤0.01%	783

Other funds holding FYX

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

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

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

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Cullen/Frost Bankers's FYX Position: Q1 2025 in Review

Cullen/Frost Bankers sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2025, closing a stake of 202 shares — an estimated $20.4K sold.

Cullen/Frost Bankers first reported a position in FYX in Q4 2024 and held it in 1 quarter. The position peaked at $20.4K in Q4 2024. 158 funds tracked by Wall St. Rank hold FYX as of Q1 2025.

Cullen/Frost Bankers reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Cullen/Frost Bankers sold 202 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2025, an estimated $20.4K.
Cullen/Frost Bankers first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
Cullen/Frost Bankers's First Trust Small Cap Core AlphaDEX Fund position peaked at $20.4K in Q4 2024.
158 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2025.

Based on Cullen/Frost Bankers's 13F filing for Q1 2025, filed 2 May 2025.