Maridea Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Maridea Wealth Management’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	$1.07M	Sell	7,422 -5,353	-42%	-$711K	0.12%	188
2026 Q1	$1.52M	Buy	12,775 +4,828	+61%	+$583K	0.22%	113
2025 Q4	$899K	Buy	7,947 +1,037	+15%	+$115K	0.14%	156
2025 Q3	$766K	Buy	6,910 +701	+11%	+$72.8K	0.12%	167
2025 Q2	$604K	Buy	+6,209	New	+$562K	0.16%	126

Other funds holding FYX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Maridea Wealth Management's FYX Position: Q2 2026 in Review

Maridea Wealth Management reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 42% in Q2 2026, selling an estimated $711K and leaving 7,422 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #188.

Maridea Wealth Management first reported a position in FYX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.52M in Q1 2026. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Maridea Wealth Management held 7,422 shares of First Trust Small Cap Core AlphaDEX Fund worth $1.07M as of Q2 2026.
Maridea Wealth Management sold 5,353 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $711K.
First Trust Small Cap Core AlphaDEX Fund made up 0.12% of Maridea Wealth Management's portfolio in Q2 2026, its #188 holding.
Maridea Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
Maridea Wealth Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $1.52M in Q1 2026.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.