EH
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Equitable Holdings’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Equitable Holdings’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
Q1 		$1.81M Buy
16,015
+773
+5% +$93.3K 0.01% 767
2025
Q4 		$1.72M Sell
15,242
-1,033
-6% -$115K 0.01% 685
2025
Q3 		$1.77M Sell
16,275
-51
-0.3% -$5.3K 0.01% 657
2025
Q2 		$1.59M Buy
16,326
+715
+5% +$64.7K 0.01% 651
2025
Q1 		$1.41M Buy
15,611
+1,473
+10% +$144K 0.01% 612
2024
Q4 		$1.43M Buy
14,138
+2,109
+18% +$218K 0.01% 571
2024
Q3 		$1.2M Sell
12,029
-1,556
-11% -$149K 0.01% 627
2024
Q2 		$1.23M Sell
13,585
-4,574
-25% -$415K 0.01% 599
2024
Q1 		$1.69M Sell
18,159
-1,005
-5% -$90K 0.02% 493
2023
Q4 		$1.75M Buy
19,164
+624
+3% +$51.3K 0.02% 446
2023
Q3 		$1.5M Buy
18,540
+3,197
+21% +$270K 0.02% 437
2023
Q2 		$1.26M Buy
15,343
+11,273
+277% +$890K 0.02% 460
2023
Q1 		$328K Sell
4,070
-90
-2% -$7.51K 0.01% 772
2022
Q4 		$326K Buy
4,160
+425
+11% +$33.8K 0.01% 711
2022
Q3 		$272K Sell
3,735
-807
-18% -$65.6K 0.01% 718
2022
Q2 		$348K Buy
4,542
+165
+4% +$13.8K 0.01% 645
2022
Q1 		$401K Sell
4,377
-6,139
-58% -$562K 0.01% 629
2021
Q4 		$1.02M Sell
10,516
-66
-0.6% -$6.34K 0.02% 393
2021
Q3 		$969K Buy
10,582
+949
+10% +$86.7K 0.02% 391
2021
Q2 		$898K Buy
9,633
+2,892
+43% +$269K 0.02% 400
2021
Q1 		$611K Buy
6,741
+1,629
+32% +$143K 0.01% 461
2020
Q4 		$393K Buy
+5,112
New +$349K 0.01% 506

Other funds holding FYX

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Equitable Holdings's FYX Position: Q1 2026 in Review

Equitable Holdings increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 5.1% in Q1 2026, buying an estimated $93.3K and bringing the position to 16,015 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #767.

Equitable Holdings first reported a position in FYX in Q4 2020 and has held it in 22 quarters since. 181 funds tracked by Wall St. Rank hold FYX as of Q1 2026.

  • Equitable Holdings held 16,015 shares of First Trust Small Cap Core AlphaDEX Fund worth $1.81M as of Q1 2026.
  • Equitable Holdings bought 773 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $93.3K.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #767 holding.
  • Equitable Holdings first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2020 and has held it in 22 quarters since.
  • 181 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.