Hantz Financial Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Hantz Financial Services’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	$25K	Hold	175	–	–	﹤0.01%	1869
2026 Q1	$21K	Hold	175	–	–	﹤0.01%	1854
2025 Q4	$20K	Hold	175	–	–	﹤0.01%	1791
2025 Q3	$19K	Hold	175	–	–	﹤0.01%	1583
2025 Q2	$17K	Buy	+175	New	+$15.8K	﹤0.01%	1327

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

Hantz Financial Services's FYX Position: Q2 2026 in Review

Hantz Financial Services held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q2 2026 at 175 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Hantz Financial Services first reported a position in FYX in Q2 2025 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Hantz Financial Services held 175 shares of First Trust Small Cap Core AlphaDEX Fund worth $25K as of Q2 2026.
Hantz Financial Services left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1869 holding.
Hantz Financial Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.