Sagespring Wealth Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Sagespring Wealth Partners’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 Q2	$260K	Buy	1,799 +5	+0.3%	+$664	﹤0.01%	746
2026 Q1	$214K	Buy	1,794 +3	+0.2%	+$362	﹤0.01%	765
2025 Q4	$203K	Buy	+1,791	New	+$199K	﹤0.01%	766
2025 Q1	–	Sell	-2,769	Closed	-$280K	–	672
2024 Q4	$280K	Buy	+2,769	New	+$286K	0.01%	495

Other funds holding FYX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sagespring Wealth Partners's FYX Position: Q2 2026 in Review

Sagespring Wealth Partners increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 0.28% in Q2 2026, buying an estimated $664 and bringing the position to 1,799 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Sagespring Wealth Partners first reported a position in FYX in Q4 2024 and has held it in 4 quarters since. The position peaked at $280K in Q4 2024. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Sagespring Wealth Partners held 1,799 shares of First Trust Small Cap Core AlphaDEX Fund worth $260K as of Q2 2026.
Sagespring Wealth Partners bought 5 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $664.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #746 holding.
Sagespring Wealth Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2024 and has held it in 4 quarters since.
Sagespring Wealth Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $280K in Q4 2024.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.