Jefferies Financial Group
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Jefferies Financial Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-1,724
Closed -$249K – 1497
2026
Q2 		$249K Buy
1,724
+5
+0.3% +$664 ﹤0.01% 1426
2026
Q1 		$205K Buy
+1,719
New +$207K ﹤0.01% 1515

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Chicago Partners Investment Group
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Jefferies Financial Group's FYX Position: Q3 2026 in Review

Jefferies Financial Group sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2026, closing a stake of 1,724 shares — an estimated $249K sold.

Jefferies Financial Group first reported a position in FYX in Q1 2026 and held it in 2 quarters. The position peaked at $249K in Q2 2026. 131 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

  • Jefferies Financial Group reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 1,724 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $249K.
  • Jefferies Financial Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2026 and held it in 2 quarters.
  • Jefferies Financial Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $249K in Q2 2026.
  • 131 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.