PCA Investment Advisory Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

PCA Investment Advisory Services’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
2025 Q1	–	Sell	-4,520	Closed	-$457K	–	82
2024 Q4	$457K	Sell	4,520 -14	-0.3%	-$1.45K	0.21%	68
2024 Q3	$451K	Sell	4,534 -707	-13%	-$67.8K	0.21%	70
2024 Q2	$474K	Sell	5,241 -3,875	-43%	-$351K	0.25%	59
2024 Q1	$850K	Buy	9,116 +352	+4%	+$31.5K	0.48%	38
2023 Q4	$802K	Sell	8,764 -2,707	-24%	-$222K	0.53%	36
2023 Q3	$925K	Sell	11,471 -25	-0.2%	-$2.11K	0.66%	32
2023 Q2	$946K	Sell	11,496 -1,506	-12%	-$119K	0.56%	32
2023 Q1	$1.05M	Buy	+13,002	New	+$1.08M	0.74%	31

Other funds holding FYX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PCA Investment Advisory Services's FYX Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2025, closing a stake of 4,520 shares — an estimated $457K sold.

PCA Investment Advisory Services first reported a position in FYX in Q1 2023 and held it in 8 quarters. The position peaked at $1.05M in Q1 2023. 158 funds tracked by Wall St. Rank hold FYX as of Q1 2025.

PCA Investment Advisory Services reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 4,520 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2025, an estimated $457K.
PCA Investment Advisory Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2023 and held it in 8 quarters.
PCA Investment Advisory Services's First Trust Small Cap Core AlphaDEX Fund position peaked at $1.05M in Q1 2023.
158 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.