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

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

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. 204 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.
204 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.