Paladin Advisory Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Paladin Advisory 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	$4.47K	Hold	31	–	–	﹤0.01%	227
2026 Q1	$3.7K	Sell	31 -9	-23%	-$1.09K	﹤0.01%	226
2025 Q4	$4.53K	Hold	40	–	–	﹤0.01%	226
2025 Q3	$4.36K	Hold	40	–	–	﹤0.01%	219
2025 Q2	$3.89K	Buy	+40	New	+$3.62K	﹤0.01%	220

Other funds holding FYX

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

Paladin Advisory Group's FYX Position: Q2 2026 in Review

Paladin Advisory Group held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q2 2026 at 31 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Paladin Advisory Group first reported a position in FYX in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.53K in Q4 2025. 88 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Paladin Advisory Group held 31 shares of First Trust Small Cap Core AlphaDEX Fund worth $4.47K as of Q2 2026.
Paladin Advisory 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 ﹤0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #227 holding.
Paladin Advisory Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
Paladin Advisory Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $4.53K in Q4 2025.
88 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.