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 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

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return