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

MONECO 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
Q3 		$344K Buy
+2,557
New +$362K 0.02% 453
2026
Q2 		– Sell
-2,536
Closed -$303K – 606
2026
Q1 		$303K Sell
2,536
-39
-2% -$4.71K 0.02% 403
2025
Q4 		$291K Buy
2,575
+5
+0.2% +$555 0.02% 401
2025
Q3 		$280K Sell
2,570
-190
-7% -$19.7K 0.02% 415
2025
Q2 		$269K Sell
2,760
-625
-18% -$56.6K 0.03% 404
2025
Q1 		$305K Sell
3,385
-1,241
-27% -$122K 0.03% 359
2024
Q4 		$467K Sell
4,626
-3,037
-40% -$313K 0.05% 289
2024
Q3 		$763K Sell
7,663
-3
-0% -$288 0.09% 192
2024
Q2 		$693K Buy
7,666
+763
+11% +$69.2K 0.1% 193
2024
Q1 		$644K Sell
6,903
-10,747
-61% -$962K 0.1% 207
2023
Q4 		$1.62M Sell
17,650
-2,425
-12% -$199K 0.31% 84
2023
Q3 		$1.62M Sell
20,075
-412
-2% -$34.8K 0.44% 52
2023
Q2 		$1.69M Sell
20,487
-169
-0.8% -$13.3K 0.46% 49
2023
Q1 		$1.66M Buy
20,656
+231
+1% +$19.3K 0.49% 47
2022
Q4 		$1.6M Sell
20,425
-1,897
-8% -$151K 0.58% 39
2022
Q3 		$1.62M Buy
22,322
+2,546
+13% +$207K 0.65% 36
2022
Q2 		$1.52M Buy
19,776
+13,764
+229% +$1.15M 0.59% 41
2022
Q1 		$550K Buy
+6,012
New +$550K 0.2% 118

Other funds holding FYX

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

MONECO Advisors's FYX Position: Q3 2026 in Review

MONECO Advisors opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2026: 2,557 shares worth $344K. The stake represents 0.02% of the portfolio and ranks #453 among its holdings. This is a return to the name: MONECO Advisors previously reported a position in FYX as recently as Q1 2026.

MONECO Advisors first reported a position in FYX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.69M in Q2 2023. 180 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

  • MONECO Advisors held 2,557 shares of First Trust Small Cap Core AlphaDEX Fund worth $344K as of Q3 2026.
  • First Trust Small Cap Core AlphaDEX Fund was a new MONECO Advisors position in Q3 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.02% of MONECO Advisors's portfolio in Q3 2026, its #453 holding.
  • MONECO Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2022 and has held it in 18 quarters since.
  • MONECO Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $1.69M in Q2 2023.
  • 180 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.