Global Retirement Partners
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Global Retirement Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Global Retirement 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 		$41.3K Buy
+286
New +$38K ﹤0.01% 2641
2025
Q4 		$32.4K Hold
286
– – ﹤0.01% 2621
2025
Q3 		$31.2K Hold
286
– – ﹤0.01% 2163
2025
Q2 		$27.8K Buy
+286
New +$25.9K ﹤0.01% 2103
2024
Q4 		$35.4K Sell
350
-129
-27% -$13.3K ﹤0.01% 1788
2024
Q3 		$47.7K Sell
479
-117
-20% -$11.2K ﹤0.01% 1579
2024
Q2 		$53.9K Buy
596
+12
+2% +$1.09K ﹤0.01% 1501
2024
Q1 		$54.5K Buy
584
+123
+27% +$11K ﹤0.01% 1378
2023
Q4 		$39.9K Buy
461
+238
+107% +$19.5K ﹤0.01% 1463
2023
Q3 		$17.4K Hold
223
– – ﹤0.01% 1704
2023
Q2 		$18.3K Sell
223
-73
-25% -$5.76K ﹤0.01% 1697
2023
Q1 		$22.5K Buy
296
+1
+0.3% +$83 ﹤0.01% 1588
2022
Q4 		$23.1K Hold
295
– – ﹤0.01% 1420
2022
Q3 		$24K Buy
295
+120
+69% +$9.75K ﹤0.01% 1312
2022
Q2 		$13K Buy
175
+4
+2% +$335 ﹤0.01% 1521
2022
Q1 		$14K Buy
+171
New +$15.6K ﹤0.01% 1489
2019
Q3 		– Sell
-284
Closed -$17K – 1629
2019
Q2 		$17K Sell
284
-100
-26% -$6.13K ﹤0.01% 962
2019
Q1 		$24K Sell
384
-147
-28% -$8.93K 0.01% 755
2018
Q4 		$29K Sell
531
-245
-32% -$14.9K 0.01% 643
2018
Q3 		$54K Buy
776
+165
+27% +$11.3K 0.01% 539
2018
Q2 		$40K Buy
611
+83
+16% +$5.29K 0.01% 593
2018
Q1 		$32K Buy
528
+164
+45% +$10.1K 0.01% 638
2017
Q4 		$22K Hold
364
– – 0.01% 697
2017
Q3 		$21K Sell
364
-270
-43% -$15K 0.01% 632
2017
Q2 		$35K Buy
634
+264
+71% +$14.4K 0.02% 482
2017
Q1 		$20K Buy
370
+270
+270% +$14.6K 0.01% 556
2016
Q4 		$5K Buy
+100
New +$5.1K ﹤0.01% 842

Other funds holding FYX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Global Retirement Partners's FYX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 286 shares worth $41.3K. The stake represents ﹤0.01% of the portfolio and ranks #2641 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FYX as recently as Q4 2025.

Global Retirement Partners first reported a position in FYX in Q4 2016 and has held it in 27 quarters since. The position peaked at $54.5K in Q1 2024. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • Global Retirement Partners held 286 shares of First Trust Small Cap Core AlphaDEX Fund worth $41.3K as of Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund was a new Global Retirement Partners position in Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2641 holding.
  • Global Retirement Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2016 and has held it in 27 quarters since.
  • Global Retirement Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $54.5K in Q1 2024.
  • 204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.