NAMP
FYX icon

NorthStar Asset Management (Pennsylvania)’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

NorthStar Asset Management (Pennsylvania)’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 		$56.5K Buy
+400
New +$53.1K 0.01% 193

Other funds holding FYX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s FYX Position: Q2 2026 in Review

NorthStar Asset Management (Pennsylvania) opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 400 shares worth $56.5K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings.

135 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • NorthStar Asset Management (Pennsylvania) held 400 shares of First Trust Small Cap Core AlphaDEX Fund worth $56.5K as of Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund was a new NorthStar Asset Management (Pennsylvania) position in Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.01% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q2 2026, its #193 holding.
  • 135 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2026, filed 27 Jul 2026.