Salomon & Ludwin’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Salomon & Ludwin’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	$14.4K	Hold	100	–	–	﹤0.01%	1393
2026 Q1	$12.1K	Hold	100	–	–	﹤0.01%	1418
2025 Q4	$11.6K	Hold	100	–	–	﹤0.01%	1342
2025 Q3	$11K	Hold	100	–	–	﹤0.01%	1235
2025 Q2	$9.98K	Hold	100	–	–	﹤0.01%	486
2025 Q1	$9.01K	Hold	100	–	–	﹤0.01%	461
2024 Q4	$10.1K	Hold	100	–	–	﹤0.01%	442
2024 Q3	$9.95K	Hold	100	–	–	﹤0.01%	456
2024 Q2	$9.05K	Hold	100	–	–	﹤0.01%	455
2024 Q1	$9.32K	Buy	+100	New	+$8.95K	﹤0.01%	560

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

Salomon & Ludwin's FYX Position: Q2 2026 in Review

Salomon & Ludwin held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q2 2026 at 100 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Salomon & Ludwin first reported a position in FYX in Q1 2024 and has held it in 10 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Salomon & Ludwin held 100 shares of First Trust Small Cap Core AlphaDEX Fund worth $14.4K as of Q2 2026.
Salomon & Ludwin left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1393 holding.
Salomon & Ludwin first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2024 and has held it in 10 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.