Pinnacle Wealth Planning Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Pinnacle Wealth Planning 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
2026 Q3	$286K	Hold	2,123	–	–	0.03%	372
2026 Q2	$306K	Hold	2,123	–	–	0.03%	362
2026 Q1	$253K	Hold	2,123	–	–	0.03%	395
2025 Q4	$240K	Hold	2,123	–	–	0.03%	402
2025 Q3	$231K	Hold	2,123	–	–	0.03%	405
2025 Q2	$207K	Buy	+2,123	New	+$192K	0.03%	420
2025 Q1	–	Sell	-2,123	Closed	-$215K	–	410
2024 Q4	$215K	Hold	2,123	–	–	0.03%	344
2024 Q3	$211K	Buy	+2,123	New	+$204K	0.03%	445

Other funds holding FYX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's FYX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q3 2026 at 2,123 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #372.

Pinnacle Wealth Planning Services first reported a position in FYX in Q3 2024 and has held it in 8 quarters since. The position peaked at $306K in Q2 2026. 135 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

Pinnacle Wealth Planning Services held 2,123 shares of First Trust Small Cap Core AlphaDEX Fund worth $286K as of Q3 2026.
Pinnacle Wealth Planning Services left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #372 holding.
Pinnacle Wealth Planning Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's First Trust Small Cap Core AlphaDEX Fund position peaked at $306K in Q2 2026.
135 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.