Morey & Quinn Wealth Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Morey & Quinn Wealth 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	$658K	Buy	4,563 +1	+0%	+$133	0.42%	59
2026 Q1	$545K	Hold	4,562	–	–	0.39%	63
2025 Q4	$516K	Hold	4,562	–	–	0.37%	66
2025 Q3	$497K	Sell	4,562 -231	-5%	-$24K	0.37%	69
2025 Q2	$466K	Hold	4,793	–	–	0.37%	67
2025 Q1	$432K	Hold	4,793	–	–	0.36%	69
2024 Q4	$484K	Buy	+4,793	New	+$495K	0.41%	63

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

Morey & Quinn Wealth Partners's FYX Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 0.02% in Q2 2026, buying an estimated $133 and bringing the position to 4,563 shares worth $658K. The position accounts for 0.42% of the portfolio, ranked #59.

Morey & Quinn Wealth Partners first reported a position in FYX in Q4 2024 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Morey & Quinn Wealth Partners held 4,563 shares of First Trust Small Cap Core AlphaDEX Fund worth $658K as of Q2 2026.
Morey & Quinn Wealth Partners bought 1 First Trust Small Cap Core AlphaDEX Fund share in Q2 2026, an estimated $133.
First Trust Small Cap Core AlphaDEX Fund made up 0.42% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #59 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.