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

RiverTree 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	$836K	Buy	+6,209	New	+$879K	0.5%	44

Other funds holding FYX

WAAG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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 Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RiverTree Advisors's FYX Position: Q3 2026 in Review

RiverTree Advisors opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2026: 6,209 shares worth $836K. The stake represents 0.5% of the portfolio and ranks #44 among its holdings.

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

RiverTree Advisors held 6,209 shares of First Trust Small Cap Core AlphaDEX Fund worth $836K as of Q3 2026.
First Trust Small Cap Core AlphaDEX Fund was a new RiverTree Advisors position in Q3 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.5% of RiverTree Advisors's portfolio in Q3 2026, its #44 holding.
20 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.