CX Institutional’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

CX Institutional’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	$131K	Buy	911 +19	+2%	+$2.52K	﹤0.01%	816
2026 Q1	$106K	Sell	892 -275	-24%	-$33.2K	﹤0.01%	843
2025 Q4	$132K	Buy	1,167 +539	+86%	+$59.8K	﹤0.01%	803
2025 Q3	$68K	Buy	+628	New	+$65.2K	﹤0.01%	888
2022 Q3	–	Sell	-220	Closed	-$17K	–	731
2022 Q2	$17K	Buy	+220	New	+$18.4K	﹤0.01%	870

Other funds holding FYX

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

CX Institutional's FYX Position: Q2 2026 in Review

CX Institutional increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 2.1% in Q2 2026, buying an estimated $2.52K and bringing the position to 911 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

CX Institutional first reported a position in FYX in Q2 2022 and has held it in 5 quarters since. The position peaked at $132K in Q4 2025. 32 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

CX Institutional held 911 shares of First Trust Small Cap Core AlphaDEX Fund worth $131K as of Q2 2026.
CX Institutional bought 19 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $2.52K.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #816 holding.
CX Institutional first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2022 and has held it in 5 quarters since.
CX Institutional's First Trust Small Cap Core AlphaDEX Fund position peaked at $132K in Q4 2025.
32 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.