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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$715K Hold
4,955
0.09% 174
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

KPP Advisory Services's FYX Position: Q2 2026 in Review

KPP Advisory Services held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q2 2026 at 4,955 shares worth $715K. The position accounts for 0.09% of the portfolio, ranked #174.

KPP Advisory Services first reported a position in FYX in Q3 2023 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • KPP Advisory Services held 4,955 shares of First Trust Small Cap Core AlphaDEX Fund worth $715K as of Q2 2026.
  • KPP Advisory Services left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.09% of KPP Advisory Services's portfolio in Q2 2026, its #174 holding.
  • KPP Advisory Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2023 and has held it in 11 quarters since.
  • 204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.