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Institute for Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Institute for Wealth 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 		$1.36K Buy
+9
New +$1.2K ﹤0.01% 1634

Other funds holding FYX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Institute for Wealth Management's FYX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 9 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings.

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

  • Institute for Wealth Management held 9 shares of First Trust Small Cap Core AlphaDEX Fund worth $1.36K as of Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund was a new Institute for Wealth Management position in Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1634 holding.
  • 124 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.