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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
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Salomon & Ludwin's FYX Position: Q1 2026 in Review

Salomon & Ludwin held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q1 2026 at 100 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Salomon & Ludwin first reported a position in FYX in Q1 2024 and has held it in 9 quarters since. 181 funds tracked by Wall St. Rank hold FYX as of Q1 2026.

  • Salomon & Ludwin held 100 shares of First Trust Small Cap Core AlphaDEX Fund worth $12.1K as of Q1 2026.
  • Salomon & Ludwin left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1418 holding.
  • Salomon & Ludwin first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2024 and has held it in 9 quarters since.
  • 181 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.