DHJJ Financial Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

DHJJ Financial Advisors’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	$690K	Buy	4,782 +223	+5%	+$29.6K	0.2%	90
2026 Q1	$544K	Buy	4,559 +1	+0%	+$121	0.18%	95
2025 Q4	$516K	Sell	4,558 -246	-5%	-$27.3K	0.17%	97
2025 Q3	$524K	Sell	4,804 -10	-0.2%	-$1.04K	0.18%	97
2025 Q2	$468K	Hold	4,814	–	–	0.17%	100
2025 Q1	$434K	Hold	4,814	–	–	0.17%	98
2024 Q4	$486K	Buy	4,814 +2	+0%	+$206	0.19%	90
2024 Q3	$479K	Sell	4,812 -493	-9%	-$47.3K	0.19%	94
2024 Q2	$480K	Sell	5,305 -49	-0.9%	-$4.44K	0.2%	88
2024 Q1	$499K	Sell	5,354 -275	-5%	-$24.6K	0.22%	79
2023 Q4	$515K	Buy	5,629 +87	+2%	+$7.15K	0.24%	72
2023 Q3	$447K	Buy	5,542 +2	+0%	+$169	0.23%	80
2023 Q2	$456K	Buy	5,540 +2	+0%	+$158	0.24%	83
2023 Q1	$446K	Buy	5,538 +204	+4%	+$17K	0.24%	86
2022 Q4	$418K	Buy	5,334 +1,594	+43%	+$127K	0.24%	88
2022 Q3	$272K	Sell	3,740 -8	-0.2%	-$650	0.16%	107
2022 Q2	$287K	Hold	3,748	–	–	0.16%	107
2022 Q1	$346K	Buy	3,748 +113	+3%	+$10.3K	0.17%	100
2021 Q4	$353K	Sell	3,635 -7	-0.2%	-$673	0.17%	98
2021 Q3	$333K	Buy	3,642 +15	+0.4%	+$1.37K	0.17%	97
2021 Q2	$338K	Sell	3,627 -22	-0.6%	-$2.05K	0.18%	92
2021 Q1	$331K	Sell	3,649 -1	-0%	-$88	0.19%	84
2020 Q4	$281K	Buy	+3,650	New	+$249K	0.18%	85

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

DHJJ Financial Advisors's FYX Position: Q2 2026 in Review

DHJJ Financial Advisors increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 4.9% in Q2 2026, buying an estimated $29.6K and bringing the position to 4,782 shares worth $690K. The position accounts for 0.2% of the portfolio, ranked #90.

DHJJ Financial Advisors first reported a position in FYX in Q4 2020 and has held it in 23 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

DHJJ Financial Advisors held 4,782 shares of First Trust Small Cap Core AlphaDEX Fund worth $690K as of Q2 2026.
DHJJ Financial Advisors bought 223 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $29.6K.
First Trust Small Cap Core AlphaDEX Fund made up 0.2% of DHJJ Financial Advisors's portfolio in Q2 2026, its #90 holding.
DHJJ Financial Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2020 and has held it in 23 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.