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McDonald Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

McDonald Partners’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 		$14.4K Buy
+100
New +$13.3K ﹤0.01% 439

Other funds holding FYX

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

McDonald Partners's FYX Position: Q2 2026 in Review

McDonald Partners opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 100 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings.

71 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • McDonald Partners held 100 shares of First Trust Small Cap Core AlphaDEX Fund worth $14.4K as of Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund was a new McDonald Partners position in Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #439 holding.
  • 71 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.