BFC Planning, Inc.’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
Other funds holding FYX
BFC Planning, Inc.'s FYX Position: Q2 2026 in Review
BFC Planning, Inc. increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 260% in Q2 2026, buying an estimated $172K and bringing the position to 1,798 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #843.
BFC Planning, Inc. first reported a position in FYX in Q3 2025 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold FYX as of Q2 2026.
- BFC Planning, Inc. held 1,798 shares of First Trust Small Cap Core AlphaDEX Fund worth $259K as of Q2 2026.
- BFC Planning, Inc. bought 1,298 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $172K.
- First Trust Small Cap Core AlphaDEX Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #843 holding.
- BFC Planning, Inc. first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
- 208 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.