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

Sanctuary 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 Q1	$2.14M	Sell	17,923 -194	-1%	-$23.4K	0.01%	927
2025 Q4	$2.05M	Sell	18,117 -217	-1%	-$24.1K	0.01%	921
2025 Q3	$2M	Hold	18,334	–	–	0.01%	899
2025 Q2	$1.78M	Sell	18,334 -126	-0.7%	-$11.4K	0.01%	902
2025 Q1	$1.66M	Sell	18,460 -269	-1%	-$26.4K	0.01%	862
2024 Q4	$1.95M	Sell	18,729 -35	-0.2%	-$3.61K	0.01%	875
2024 Q3	$2.04M	Buy	18,764 +1,795	+11%	+$172K	0.01%	851
2024 Q2	$1.52M	Buy	+16,969	New	+$1.54M	0.01%	960

Other funds holding FYX

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B 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