Hanlon Investment Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Hanlon Investment Management’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	$740K	Buy	+5,128	New	+$681K	0.39%	88

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

Hanlon Investment Management's FYX Position: Q2 2026 in Review

Hanlon Investment Management opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 5,128 shares worth $740K. The stake represents 0.39% of the portfolio and ranks #88 among its holdings.

204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Hanlon Investment Management held 5,128 shares of First Trust Small Cap Core AlphaDEX Fund worth $740K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Hanlon Investment Management position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.39% of Hanlon Investment Management's portfolio in Q2 2026, its #88 holding.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.