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

Lido 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 		$846K Buy
+5,863
New +$779K ﹤0.01% 1178
2025
Q1 		– Sell
-5,798
Closed -$586K – 1559
2024
Q4 		$586K Buy
+5,798
New +$599K ﹤0.01% 956

Other funds holding FYX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lido Advisors's FYX Position: Q2 2026 in Review

Lido Advisors opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 5,863 shares worth $846K. The stake represents ﹤0.01% of the portfolio and ranks #1178 among its holdings. This is a return to the name: Lido Advisors previously reported a position in FYX as recently as Q4 2024.

Lido Advisors first reported a position in FYX in Q4 2024 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • Lido Advisors held 5,863 shares of First Trust Small Cap Core AlphaDEX Fund worth $846K as of Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund was a new Lido Advisors position in Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1178 holding.
  • Lido Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2024 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.