Cyndeo Wealth Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Cyndeo Wealth Partners’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	$1.58M	Sell	10,966 -67	-0.6%	-$8.9K	0.07%	217
2026 Q1	$1.32M	Buy	11,033 +22	+0.2%	+$2.65K	0.07%	211
2025 Q4	$1.25M	Buy	11,011 +8	+0.1%	+$888	0.07%	213
2025 Q3	$1.2M	Sell	11,003 -1,766	-14%	-$183K	0.07%	209
2025 Q2	$1.24M	Sell	12,769 -92	-0.7%	-$8.32K	0.07%	201
2025 Q1	$1.16M	Sell	12,861 -45	-0.3%	-$4.41K	0.08%	196
2024 Q4	$1.3M	Sell	12,906 -20	-0.2%	-$2.06K	0.09%	190
2024 Q3	$1.29M	Buy	12,926 +4,332	+50%	+$415K	0.09%	193
2024 Q2	$777K	Sell	8,594 -293	-3%	-$26.6K	0.06%	232
2024 Q1	$829K	Buy	8,887 +175	+2%	+$15.7K	0.07%	218
2023 Q4	$798K	Buy	8,712 +652	+8%	+$53.6K	0.07%	206
2023 Q3	$650K	Buy	8,060 +221	+3%	+$18.7K	0.07%	205
2023 Q2	$645K	Buy	7,839 +1,696	+28%	+$134K	0.07%	198
2023 Q1	$495K	Hold	6,143	–	–	0.05%	220
2022 Q4	$482K	Buy	+6,143	New	+$489K	0.06%	221

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

Cyndeo Wealth Partners's FYX Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 0.61% in Q2 2026, selling an estimated $8.9K and leaving 10,966 shares worth $1.58M. The position accounts for 0.07% of the portfolio, ranked #217.

Cyndeo Wealth Partners first reported a position in FYX in Q4 2022 and has held it in 15 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Cyndeo Wealth Partners held 10,966 shares of First Trust Small Cap Core AlphaDEX Fund worth $1.58M as of Q2 2026.
Cyndeo Wealth Partners sold 67 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $8.9K.
First Trust Small Cap Core AlphaDEX Fund made up 0.07% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #217 holding.
Cyndeo Wealth Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.