Kings Path Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Kings Path Partners’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	$230K	Buy	1,591 +1	+0.1%	+$133	0.06%	112
2026 Q1	$180K	Hold	1,590	–	–	0.06%	109
2025 Q4	$180K	Hold	1,590	–	–	0.06%	109
2025 Q3	$173K	Hold	1,590	–	–	0.06%	106
2025 Q2	$155K	Sell	1,590 -39	-2%	-$3.53K	0.06%	105
2025 Q1	$147K	Buy	1,629 +2	+0.1%	+$196	0.07%	110
2024 Q4	$164K	Hold	1,627	–	–	0.07%	125
2024 Q3	$162K	Hold	1,627	–	–	0.07%	130
2024 Q2	$147K	Buy	+1,627	New	+$147K	0.07%	123

Other funds holding FYX

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Kings Path Partners's FYX Position: Q2 2026 in Review

Kings Path Partners increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 0.06% in Q2 2026, buying an estimated $133 and bringing the position to 1,591 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #112.

Kings Path Partners first reported a position in FYX in Q2 2024 and has held it in 9 quarters since. 34 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Kings Path Partners held 1,591 shares of First Trust Small Cap Core AlphaDEX Fund worth $230K as of Q2 2026.
Kings Path Partners bought 1 First Trust Small Cap Core AlphaDEX Fund share in Q2 2026, an estimated $133.
First Trust Small Cap Core AlphaDEX Fund made up 0.06% of Kings Path Partners's portfolio in Q2 2026, its #112 holding.
Kings Path Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
34 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.