Gateway Wealth Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Gateway Wealth Partners’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	–	Sell	-2,316	Closed	-$276K	–	823
2026 Q1	$276K	Buy	+2,316	New	+$279K	0.01%	793
2025 Q2	–	Sell	-2,464	Closed	-$222K	–	366
2025 Q1	$222K	Sell	2,464 -226	-8%	-$22.2K	0.05%	289
2024 Q4	$272K	Sell	2,690 -4	-0.1%	-$413	0.07%	241
2024 Q3	$268K	Sell	2,694 -119	-4%	-$11.4K	0.07%	228
2024 Q2	$254K	Buy	+2,813	New	+$255K	0.08%	225

Other funds holding FYX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gateway Wealth Partners's FYX Position: Q2 2026 in Review

Gateway Wealth Partners sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026, closing a stake of 2,316 shares — an estimated $276K sold.

Gateway Wealth Partners first reported a position in FYX in Q2 2024 and held it in 5 quarters. The position peaked at $276K in Q1 2026. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Gateway Wealth Partners reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Gateway Wealth Partners sold 2,316 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $276K.
Gateway Wealth Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2024 and held it in 5 quarters.
Gateway Wealth Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $276K in Q1 2026.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.