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 Q3	$97K	Sell	720 -191	-21%	-$27K	﹤0.01%	882
2026 Q2	$131K	Buy	911 +19	+2%	+$2.52K	﹤0.01%	817
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

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CX Institutional's FYX Position: Q3 2026 in Review

CX Institutional reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 21% in Q3 2026, selling an estimated $27K and leaving 720 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

CX Institutional first reported a position in FYX in Q2 2022 and has held it in 6 quarters since. The position peaked at $132K in Q4 2025. 43 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

CX Institutional held 720 shares of First Trust Small Cap Core AlphaDEX Fund worth $97K as of Q3 2026.
CX Institutional sold 191 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $27K.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #882 holding.
CX Institutional first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2022 and has held it in 6 quarters since.
CX Institutional's First Trust Small Cap Core AlphaDEX Fund position peaked at $132K in Q4 2025.
43 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.