MPWM Advisory Solutions’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

MPWM Advisory Solutions’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	$87K	Buy	603 +112	+23%	+$14.9K	0.04%	161
2026 Q1	$58.6K	Sell	491 -83	-14%	-$10K	0.03%	179
2025 Q4	$64.9K	Hold	574	–	–	0.04%	150
2025 Q3	$62.6K	Hold	574	–	–	0.04%	143
2025 Q2	$55.8K	Hold	574	–	–	0.04%	156
2025 Q1	$51.7K	Hold	574	–	–	0.04%	148
2024 Q4	$58K	Buy	+574	New	+$59.3K	0.04%	142

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

MPWM Advisory Solutions's FYX Position: Q2 2026 in Review

MPWM Advisory Solutions increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 23% in Q2 2026, buying an estimated $14.9K and bringing the position to 603 shares worth $87K. The position accounts for 0.04% of the portfolio, ranked #161.

MPWM Advisory Solutions 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.

MPWM Advisory Solutions held 603 shares of First Trust Small Cap Core AlphaDEX Fund worth $87K as of Q2 2026.
MPWM Advisory Solutions bought 112 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $14.9K.
First Trust Small Cap Core AlphaDEX Fund made up 0.04% of MPWM Advisory Solutions's portfolio in Q2 2026, its #161 holding.
MPWM Advisory Solutions 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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.