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

Private 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 Q3	$1.33M	Buy	+9,894	New	+$1.4M	0.07%	169

Other funds holding FYX

LPL Financial San Diego, California $468B AUM 17.69% 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

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Private Advisory Group's FYX Position: Q3 2026 in Review

Private Advisory Group opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2026: 9,894 shares worth $1.33M. The stake represents 0.07% of the portfolio and ranks #169 among its holdings.

118 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

Private Advisory Group held 9,894 shares of First Trust Small Cap Core AlphaDEX Fund worth $1.33M as of Q3 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Private Advisory Group position in Q3 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.07% of Private Advisory Group's portfolio in Q3 2026, its #169 holding.
118 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.