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

Medallion Wealth 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 Q1	–	Sell	-50	Closed	-$5.66K	–	1135
2025 Q4	$5.66K	Hold	50	–	–	﹤0.01%	836
2025 Q3	$5.45K	Hold	50	–	–	﹤0.01%	849
2025 Q2	$4.92K	Hold	50	–	–	﹤0.01%	838
2025 Q1	$4.54K	Hold	50	–	–	﹤0.01%	803
2024 Q4	$5.05K	Buy	+50	New	+$5.16K	﹤0.01%	745

Other funds holding FYX

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Medallion Wealth Advisors's FYX Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2026, closing a stake of 50 shares — an estimated $5.66K sold.

Medallion Wealth Advisors first reported a position in FYX in Q4 2024 and held it in 5 quarters. The position peaked at $5.66K in Q4 2025. 181 funds tracked by Wall St. Rank hold FYX as of Q1 2026.

Medallion Wealth Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 50 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $5.66K.
Medallion Wealth Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2024 and held it in 5 quarters.
Medallion Wealth Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $5.66K in Q4 2025.
181 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.