Signature Estate & Investment Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Signature Estate & Investment 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 Q2	$202K	Sell	1,399 -682	-33%	-$90.6K	﹤0.01%	653
2026 Q1	$248K	Buy	2,081 +2	+0.1%	+$241	0.01%	575
2025 Q4	$235K	Buy	2,079 +48	+2%	+$5.33K	﹤0.01%	555
2025 Q3	$221K	Sell	2,031 -316	-13%	-$32.8K	﹤0.01%	557
2025 Q2	$228K	Buy	2,347 +1	+0%	+$90	0.01%	526
2025 Q1	$211K	Hold	2,346	–	–	0.01%	520
2024 Q4	$237K	Buy	2,346 +302	+15%	+$31.2K	0.01%	469
2024 Q3	$203K	Buy	+2,044	New	+$196K	﹤0.01%	501

Other funds holding FYX

LPL Financial San Diego, California $445B AUM 25.58% 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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

Signature Estate & Investment Advisors's FYX Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 33% in Q2 2026, selling an estimated $90.6K and leaving 1,399 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Signature Estate & Investment Advisors first reported a position in FYX in Q3 2024 and has held it in 8 quarters since. The position peaked at $248K in Q1 2026. 120 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Signature Estate & Investment Advisors held 1,399 shares of First Trust Small Cap Core AlphaDEX Fund worth $202K as of Q2 2026.
Signature Estate & Investment Advisors sold 682 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $90.6K.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #653 holding.
Signature Estate & Investment Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
Signature Estate & Investment Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $248K in Q1 2026.
120 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.