Hexagon Capital Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Hexagon Capital 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
2025 Q2	–	Sell	-311	Closed	-$28K	–	691
2025 Q1	$28K	Hold	311	–	–	0.01%	634
2024 Q4	$31.4K	Hold	311	–	–	0.01%	633
2024 Q3	$31K	Hold	311	–	–	0.01%	560
2024 Q2	$28.1K	Hold	311	–	–	0.01%	572
2024 Q1	$29K	Hold	311	–	–	0.01%	574
2023 Q4	$28.5K	Hold	311	–	–	0.01%	543
2023 Q3	$25.1K	Hold	311	–	–	0.01%	498
2023 Q2	$25.6K	Hold	311	–	–	0.01%	500
2023 Q1	$25.1K	Buy	311 +115	+59%	+$9.6K	0.01%	488
2022 Q4	$15.4K	Hold	196	–	–	﹤0.01%	615
2022 Q3	$14K	Hold	196	–	–	﹤0.01%	683
2022 Q2	$15K	Hold	196	–	–	﹤0.01%	591
2022 Q1	$18K	Hold	196	–	–	﹤0.01%	538
2021 Q4	$19K	Hold	196	–	–	0.01%	518
2021 Q3	$18K	Hold	196	–	–	0.01%	512
2021 Q2	$18K	Hold	196	–	–	0.01%	484
2021 Q1	$17K	Hold	196	–	–	﹤0.01%	458
2020 Q4	$15K	Hold	196	–	–	﹤0.01%	427
2020 Q3	$11K	Buy	+196	New	+$11.3K	﹤0.01%	440

Other funds holding FYX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hexagon Capital Partners's FYX Position: Q2 2025 in Review

Hexagon Capital Partners sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2025, closing a stake of 311 shares — an estimated $28K sold.

Hexagon Capital Partners first reported a position in FYX in Q3 2020 and held it in 19 quarters. The position peaked at $31.4K in Q4 2024. 159 funds tracked by Wall St. Rank hold FYX as of Q2 2025.

Hexagon Capital Partners reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 311 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2025, an estimated $28K.
Hexagon Capital Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $31.4K in Q4 2024.
159 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.