Key Financial Inc’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Key Financial Inc’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	$14K	Hold	97	–	–	﹤0.01%	796
2026 Q1	$11.6K	Hold	97	–	–	﹤0.01%	854
2025 Q4	$11K	Hold	97	–	–	﹤0.01%	864
2025 Q3	$10.6K	Hold	97	–	–	﹤0.01%	866
2025 Q2	$9.44K	Hold	97	–	–	﹤0.01%	870
2025 Q1	$8.74K	Hold	97	–	–	﹤0.01%	850
2024 Q4	$9.8K	Hold	97	–	–	﹤0.01%	813
2024 Q3	$9.65K	Hold	97	–	–	﹤0.01%	809
2024 Q2	$8.78K	Hold	97	–	–	﹤0.01%	813
2024 Q1	$9.04K	Hold	97	–	–	﹤0.01%	790
2023 Q4	$8.88K	Hold	97	–	–	﹤0.01%	773
2023 Q3	$7.82K	Hold	97	–	–	﹤0.01%	790
2023 Q2	$7.98K	Hold	97	–	–	﹤0.01%	788
2023 Q1	$7.82K	Hold	97	–	–	﹤0.01%	728
2022 Q4	$7.05K	Hold	97	–	–	﹤0.01%	713
2022 Q3	$7K	Buy	+97	New	+$7.88K	﹤0.01%	714

Other funds holding FYX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Key Financial Inc's FYX Position: Q2 2026 in Review

Key Financial Inc held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q2 2026 at 97 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Key Financial Inc first reported a position in FYX in Q3 2022 and has held it in 16 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Key Financial Inc held 97 shares of First Trust Small Cap Core AlphaDEX Fund worth $14K as of Q2 2026.
Key Financial Inc left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #796 holding.
Key Financial Inc first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2022 and has held it in 16 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.