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Mount Yale Investment Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Mount Yale 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
Q1 		$268K Buy
2,243
+1
+0% +$121 0.01% 949
2025
Q4 		$254K Buy
+2,242
New +$249K 0.01% 636

Other funds holding FYX

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mount Yale Investment Advisors's FYX Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 0.04% in Q1 2026, buying an estimated $121 and bringing the position to 2,243 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #949.

Mount Yale Investment Advisors first reported a position in FYX in Q4 2025 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold FYX as of Q1 2026.

  • Mount Yale Investment Advisors held 2,243 shares of First Trust Small Cap Core AlphaDEX Fund worth $268K as of Q1 2026.
  • Mount Yale Investment Advisors bought 1 First Trust Small Cap Core AlphaDEX Fund share in Q1 2026, an estimated $121.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #949 holding.
  • Mount Yale Investment Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.