GAMMA Investing’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

GAMMA Investing’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	$277K	Buy	2,061 +359	+21%	+$50.8K	0.01%	1087
2026 Q2	$246K	Hold	1,702	–	–	0.01%	1111
2026 Q1	$203K	Buy	1,702 +297	+21%	+$35.8K	0.01%	1100
2025 Q4	$159K	Hold	1,405	–	–	0.01%	1208
2025 Q3	$153K	Hold	1,405	–	–	0.01%	1170
2025 Q2	$137K	Hold	1,405	–	–	0.01%	1189
2025 Q1	$127K	Hold	1,405	–	–	0.01%	1067
2024 Q4	$142K	Hold	1,405	–	–	0.01%	881
2024 Q3	$140K	Hold	1,405	–	–	0.01%	791
2024 Q2	$127K	Buy	1,405 +1,018	+263%	+$92.3K	0.02%	661
2024 Q1	$36.1K	Hold	387	–	–	0.01%	1245
2023 Q4	$33.9K	Buy	+387	New	+$31.8K	0.01%	1148

Other funds holding FYX

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GAMMA Investing's FYX Position: Q3 2026 in Review

GAMMA Investing increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 21% in Q3 2026, buying an estimated $50.8K and bringing the position to 2,061 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #1087.

GAMMA Investing first reported a position in FYX in Q4 2023 and has held it in 12 quarters since. 20 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

GAMMA Investing held 2,061 shares of First Trust Small Cap Core AlphaDEX Fund worth $277K as of Q3 2026.
GAMMA Investing bought 359 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $50.8K.
First Trust Small Cap Core AlphaDEX Fund made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1087 holding.
GAMMA Investing first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2023 and has held it in 12 quarters since.
20 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.