Independent Wealth Network’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
Other funds holding FYX
Independent Wealth Network's FYX Position: Q1 2026 in Review
Independent Wealth Network sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2026, closing a stake of 4,380 shares — an estimated $496K sold.
Independent Wealth Network first reported a position in FYX in Q3 2021 and held it in 18 quarters. The position peaked at $562K in Q4 2021. 181 funds tracked by Wall St. Rank hold FYX as of Q1 2026.
- Independent Wealth Network reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
- Independent Wealth Network sold 4,380 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $496K.
- Independent Wealth Network first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2021 and held it in 18 quarters.
- Independent Wealth Network's First Trust Small Cap Core AlphaDEX Fund position peaked at $562K in Q4 2021.
- 181 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2026.
Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.