Milestones Private Investment Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Milestones Private Investment 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	–	Sell	-17,394	Closed	-$2.08M	–	80
2026 Q1	$2.08M	Buy	17,394 +326	+2%	+$39.3K	1.83%	23
2025 Q4	$1.93M	Buy	17,068 +2,343	+16%	+$260K	1.33%	29
2025 Q3	$1.6M	Buy	14,725 +73	+0.5%	+$7.58K	1.1%	29
2025 Q2	$1.43M	Buy	+14,652	New	+$1.33M	1.06%	31

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

Milestones Private Investment Advisors's FYX Position: Q2 2026 in Review

Milestones Private Investment Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026, closing a stake of 17,394 shares — an estimated $2.08M sold.

Milestones Private Investment Advisors first reported a position in FYX in Q2 2025 and held it in 4 quarters. The position peaked at $2.08M in Q1 2026. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Milestones Private Investment Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Milestones Private Investment Advisors sold 17,394 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $2.08M.
Milestones Private Investment Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2025 and held it in 4 quarters.
Milestones Private Investment Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $2.08M in Q1 2026.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.