Krilogy Financial’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Krilogy Financial’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	$534K	Hold	3,940	–	–	0.01%	649
2026 Q2	$568K	Hold	3,940	–	–	0.02%	591
2026 Q1	$507K	Hold	3,940	–	–	0.02%	574
2025 Q4	$476K	Hold	3,940	–	–	0.02%	576
2025 Q3	$433K	Buy	+3,940	New	+$409K	0.02%	562

Other funds holding FYX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Krilogy Financial's FYX Position: Q3 2026 in Review

Krilogy Financial held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q3 2026 at 3,940 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #649.

Krilogy Financial first reported a position in FYX in Q3 2025 and has held it in 5 quarters since. The position peaked at $568K in Q2 2026. 105 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

Krilogy Financial held 3,940 shares of First Trust Small Cap Core AlphaDEX Fund worth $534K as of Q3 2026.
Krilogy Financial left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #649 holding.
Krilogy Financial first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2025 and has held it in 5 quarters since.
Krilogy Financial's First Trust Small Cap Core AlphaDEX Fund position peaked at $568K in Q2 2026.
105 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.