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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
Q2 		$311K Sell
2,155
-88
-4% -$11.7K 0.01% 964
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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mount Yale Investment Advisors's FYX Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 3.9% in Q2 2026, selling an estimated $11.7K and leaving 2,155 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #964.

Mount Yale Investment Advisors first reported a position in FYX in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • Mount Yale Investment Advisors held 2,155 shares of First Trust Small Cap Core AlphaDEX Fund worth $311K as of Q2 2026.
  • Mount Yale Investment Advisors sold 88 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $11.7K.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #964 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 3 quarters since.
  • 204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.