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PCG Wealth Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

PCG Wealth Advisors’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
Q1 		$276K Sell
2,312
-20
-0.9% -$2.41K 0.07% 143
2025
Q4 		$264K Hold
2,332
– – 0.07% 135
2025
Q3 		$254K Hold
2,332
– – 0.07% 135
2025
Q2 		$227K Buy
2,332
+45
+2% +$4.07K 0.12% 82
2025
Q1 		$206K Buy
+2,287
New +$224K 0.07% 128
2022
Q4 		– Sell
-4,472
Closed -$326K – 129
2022
Q3 		$326K Buy
+4,472
New +$363K 0.12% 96
2022
Q2 		– Sell
-2,258
Closed -$207K – 91
2022
Q1 		$207K Sell
2,258
-110
-5% -$10.1K 0.13% 79
2021
Q4 		$230K Buy
+2,368
New +$228K 0.16% 69

Other funds holding FYX

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return