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Prosperity Capital Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Prosperity Capital 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
Q3 		– Sell
-2,498
Closed -$360K – 431
2026
Q2 		$360K Sell
2,498
-282
-10% -$37.5K 0.02% 319
2026
Q1 		$332K Buy
+2,780
New +$335K 0.02% 318

Other funds holding FYX

WAAG
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Prosperity Capital Advisors's FYX Position: Q3 2026 in Review

Prosperity Capital Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2026, closing a stake of 2,498 shares — an estimated $360K sold.

Prosperity Capital Advisors first reported a position in FYX in Q1 2026 and held it in 2 quarters. The position peaked at $360K in Q2 2026. 20 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

  • Prosperity Capital Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2026 after selling out during the quarter.
  • Prosperity Capital Advisors sold 2,498 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $360K.
  • Prosperity Capital Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2026 and held it in 2 quarters.
  • Prosperity Capital Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $360K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.