KPP Advisory Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

KPP Advisory Services’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 Q1	$591K	Sell	4,955 -526	-10%	-$63.5K	0.09%	190
2025 Q4	$620K	Hold	5,481	–	–	0.09%	183
2025 Q3	$597K	Sell	5,481 -140	-2%	-$14.5K	0.09%	184
2025 Q2	$547K	Hold	5,621	–	–	0.09%	180
2025 Q1	$506K	Hold	5,621	–	–	0.1%	177
2024 Q4	$568K	Hold	5,621	–	–	0.13%	137
2024 Q3	$559K	Hold	5,621	–	–	0.13%	135
2024 Q2	$508K	Sell	5,621 -56	-1%	-$5.08K	0.14%	130
2024 Q1	$529K	Buy	+5,677	New	+$508K	0.15%	124
2023 Q4	–	Sell	-5,777	Closed	-$466K	–	155
2023 Q3	$466K	Buy	+5,777	New	+$488K	0.15%	112

Other funds holding FYX

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return