Partners Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Partners Wealth Management’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	$422K	Hold	2,924	–	–	0.41%	62
2026 Q1	$349K	Buy	2,924 +50	+2%	+$6.03K	0.36%	72
2025 Q4	$325K	Hold	2,874	–	–	0.34%	75
2025 Q3	$313K	Hold	2,874	–	–	0.31%	88
2025 Q2	$261K	Hold	2,874	–	–	0.3%	90
2025 Q1	$259K	Hold	2,874	–	–	0.29%	93
2024 Q4	$290K	Buy	+2,874	New	+$297K	0.33%	82

Other funds holding FYX

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

MFG

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

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Partners Wealth Management's FYX Position: Q2 2026 in Review

Partners Wealth Management held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q2 2026 at 2,924 shares worth $422K. The position accounts for 0.41% of the portfolio, ranked #62.

Partners Wealth Management first reported a position in FYX in Q4 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Partners Wealth Management held 2,924 shares of First Trust Small Cap Core AlphaDEX Fund worth $422K as of Q2 2026.
Partners Wealth Management left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.41% of Partners Wealth Management's portfolio in Q2 2026, its #62 holding.
Partners Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
42 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.