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Nations Financial Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Nations Financial Group’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 		$774K Hold
5,363
– – 0.04% 445
2026
Q1 		$640K Sell
5,363
-7
-0.1% -$845 0.03% 488
2025
Q4 		$608K Sell
5,370
-390
-7% -$43.3K 0.03% 473
2025
Q3 		$628K Hold
5,760
– – 0.04% 436
2025
Q2 		$560K Sell
5,760
-326
-5% -$29.5K 0.04% 427
2025
Q1 		$548K Sell
6,086
-350
-5% -$34.3K 0.04% 408
2024
Q4 		$651K Sell
6,436
-36
-0.6% -$3.72K 0.05% 373
2024
Q3 		$644K Sell
6,472
-241
-4% -$23.1K 0.05% 380
2024
Q2 		$607K Sell
6,713
-89
-1% -$8.07K 0.05% 364
2024
Q1 		$634K Sell
6,802
-3,753
-36% -$336K 0.05% 358
2023
Q4 		$966K Sell
10,555
-299
-3% -$24.6K 0.09% 255
2023
Q3 		$875K Sell
10,854
-3,360
-24% -$284K 0.09% 252
2023
Q2 		$1.17M Sell
14,214
-66
-0.5% -$5.21K 0.11% 212
2023
Q1 		$1.15M Buy
14,280
+66
+0.5% +$5.51K 0.12% 201
2022
Q4 		$1.12M Sell
14,214
-15
-0.1% -$1.19K 0.13% 207
2022
Q3 		$1.03M Hold
14,229
– – 0.15% 172
2022
Q2 		$1.09M Buy
14,229
+301
+2% +$25.2K 0.15% 173
2022
Q1 		$1.27M Sell
13,928
-50
-0.4% -$4.57K 0.15% 165
2021
Q4 		$1.36M Sell
13,978
-151
-1% -$14.5K 0.18% 138
2021
Q3 		$1.29M Hold
14,129
– – 0.2% 130
2021
Q2 		$1.32M Sell
14,129
-552
-4% -$51.3K 0.22% 115
2021
Q1 		$1.33M Sell
14,681
-320
-2% -$28.1K 0.3% 90
2020
Q4 		$1.16M Buy
15,001
+550
+4% +$37.6K 0.3% 87
2020
Q3 		$836K Sell
14,451
-480
-3% -$27.7K 0.26% 111
2020
Q2 		$811K Sell
14,931
-200
-1% -$9.85K 0.29% 104
2020
Q1 		$622K Sell
15,131
-1,062
-7% -$60K 0.27% 120
2019
Q4 		$1.05M Sell
16,193
-205
-1% -$12.7K 0.36% 81
2019
Q3 		$999K Buy
+16,398
New +$984K 0.36% 77

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

Nations Financial Group's FYX Position: Q2 2026 in Review

Nations Financial Group held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q2 2026 at 5,363 shares worth $774K. The position accounts for 0.04% of the portfolio, ranked #445.

Nations Financial Group first reported a position in FYX in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.36M in Q4 2021. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • Nations Financial Group held 5,363 shares of First Trust Small Cap Core AlphaDEX Fund worth $774K as of Q2 2026.
  • Nations Financial Group left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #445 holding.
  • Nations Financial Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2019 and has held it in 28 quarters since.
  • Nations Financial Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $1.36M in Q4 2021.
  • 204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.