John Overdeck’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.73M Buy
18,900
+13,300
+238% +$1.77M ﹤0.01% 2718
2026
Q1
$668K Buy
+5,600
New +$676K ﹤0.01% 3531
2025
Q3
Sell
-3,600
Closed -$350K 3743
2025
Q2
$350K Sell
3,600
-5,300
-60% -$480K ﹤0.01% 2730
2025
Q1
$802K Hold
8,900
﹤0.01% 2302
2024
Q4
$899K Buy
+8,900
New +$919K ﹤0.01% 2244
2024
Q3
Sell
-3,500
Closed -$317K 3188
2024
Q2
$317K Buy
+3,500
New +$317K ﹤0.01% 2573
2024
Q1
Sell
-8,600
Closed -$787K 3141
2023
Q4
$787K Buy
8,600
+200
+2% +$16.4K ﹤0.01% 2216
2023
Q3
$678K Hold
8,400
﹤0.01% 2143
2023
Q2
$691K Buy
+8,400
New +$663K ﹤0.01% 2170

Other funds holding FYX

John Overdeck's FYX Position: Q2 2026 in Review

John Overdeck increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 238% in Q2 2026, buying an estimated $1.77M and bringing the position to 18,900 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

John Overdeck first reported a position in FYX in Q2 2023 and has held it in 9 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • John Overdeck held 18,900 shares of First Trust Small Cap Core AlphaDEX Fund worth $2.73M as of Q2 2026.
  • John Overdeck bought 13,300 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $1.77M.
  • First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2718 holding.
  • John Overdeck first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2023 and has held it in 9 quarters since.
  • 204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.