Kovack Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Kovack Advisors’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	$208K	Buy	+1,442	New	+$192K	0.01%	982

Other funds holding FYX

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MFG

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

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 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

Kovack Advisors's FYX Position: Q2 2026 in Review

Kovack Advisors opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 1,442 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #982 among its holdings.

80 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Kovack Advisors held 1,442 shares of First Trust Small Cap Core AlphaDEX Fund worth $208K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Kovack Advisors position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #982 holding.
80 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.