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 Q3	$211K	Sell	1,570 -21	-1%	-$2.97K	0.06%	118
2026 Q2	$230K	Hold	1,591	–	–	0.06%	112
2026 Q1	$190K	Buy	1,591 +1	+0.1%	+$121	0.07%	110
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

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Kings Path Partners's FYX Position: Q3 2026 in Review

Kings Path Partners reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 1.3% in Q3 2026, selling an estimated $2.97K and leaving 1,570 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #118.

Kings Path Partners first reported a position in FYX in Q2 2024 and has held it in 10 quarters since. The position peaked at $230K in Q2 2026. 56 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

Kings Path Partners held 1,570 shares of First Trust Small Cap Core AlphaDEX Fund worth $211K as of Q3 2026.
Kings Path Partners sold 21 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $2.97K.
First Trust Small Cap Core AlphaDEX Fund made up 0.06% of Kings Path Partners's portfolio in Q3 2026, its #118 holding.
Kings Path Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $230K in Q2 2026.
56 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.