Russell Investments Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Russell Investments 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 Q1	$510	Sell	4 -12	-75%	-$1.45K	﹤0.01%	4100
2025 Q4	$1.81K	Hold	16	–	–	﹤0.01%	4007
2025 Q3	$1.74K	Sell	16 -7	-30%	-$727	﹤0.01%	4012
2025 Q2	$2.24K	Sell	23 -35	-60%	-$3.17K	﹤0.01%	3579
2025 Q1	$5.22K	Sell	58 -4	-6%	-$392	﹤0.01%	3348
2024 Q4	$6.27K	Buy	+62	New	+$6.4K	﹤0.01%	3234

Other funds holding FYX

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Russell Investments Group's FYX Position: Q1 2026 in Review

Russell Investments Group reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 75% in Q1 2026, selling an estimated $1.45K and leaving 4 shares worth $510. The position accounts for ﹤0.01% of the portfolio, ranked #4100.

Russell Investments Group first reported a position in FYX in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.27K in Q4 2024. 181 funds tracked by Wall St. Rank hold FYX as of Q1 2026.

Russell Investments Group held 4 shares of First Trust Small Cap Core AlphaDEX Fund worth $510 as of Q1 2026.
Russell Investments Group sold 12 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $1.45K.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #4100 holding.
Russell Investments Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Russell Investments Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $6.27K in Q4 2024.
181 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.