Farther Finance Advisors
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Farther Finance Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Farther Finance 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
Q3 		$129K Sell
958
-407
-30% -$57.6K ﹤0.01% 2657
2026
Q2 		$197K Sell
1,365
-42
-3% -$5.58K ﹤0.01% 2249
2026
Q1 		$169K Sell
1,407
-94
-6% -$11.3K ﹤0.01% 2136
2025
Q4 		$170K Sell
1,501
-16
-1% -$1.78K ﹤0.01% 2020
2025
Q3 		$165K Sell
1,517
-101
-6% -$10.5K ﹤0.01% 1725
2025
Q2 		$157K Sell
1,618
-1,182
-42% -$107K ﹤0.01% 1518
2025
Q1 		$254K Buy
2,800
+158
+6% +$15.5K 0.01% 1125
2024
Q4 		$267K Sell
2,642
-99
-4% -$10.2K 0.01% 859
2024
Q3 		$273K Sell
2,741
-33
-1% -$3.16K 0.01% 869
2024
Q2 		$249K Sell
2,774
-78
-3% -$7.07K 0.01% 748
2024
Q1 		$263K Buy
2,852
+1,246
+78% +$112K 0.02% 593
2023
Q4 		$147K Sell
1,606
-1,239
-44% -$102K 0.01% 664
2023
Q3 		$229K Sell
2,845
-584
-17% -$49.3K 0.04% 358
2023
Q2 		$282K Buy
3,429
+9
+0.3% +$711 0.06% 260
2023
Q1 		$276K Sell
3,420
-432
-11% -$36K 0.08% 219
2022
Q4 		$302K Buy
+3,852
New +$306K 0.12% 171

Other funds holding FYX

WAAG
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors's FYX Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 30% in Q3 2026, selling an estimated $57.6K and leaving 958 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

Farther Finance Advisors first reported a position in FYX in Q4 2022 and has held it in 16 quarters since. The position peaked at $302K in Q4 2022. 21 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

  • Farther Finance Advisors held 958 shares of First Trust Small Cap Core AlphaDEX Fund worth $129K as of Q3 2026.
  • Farther Finance Advisors sold 407 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $57.6K.
  • First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2657 holding.
  • Farther Finance Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $302K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.