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

Mercer Global 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	$1.38M	Sell	9,529 -11,144	-54%	-$1.48M	﹤0.01%	1551
2026 Q1	$2.47M	Buy	+20,673	New	+$2.49M	﹤0.01%	1091

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

Mercer Global Advisors's FYX Position: Q2 2026 in Review

Mercer Global Advisors reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 54% in Q2 2026, selling an estimated $1.48M and leaving 9,529 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Mercer Global Advisors first reported a position in FYX in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.47M in Q1 2026. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Mercer Global Advisors held 9,529 shares of First Trust Small Cap Core AlphaDEX Fund worth $1.38M as of Q2 2026.
Mercer Global Advisors sold 11,144 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $1.48M.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1551 holding.
Mercer Global Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
Mercer Global Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $2.47M in Q1 2026.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.