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Solano Wealth Investment Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Solano Wealth 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
2025
Q3 		– Sell
-4,337
Closed -$422K – 37
2025
Q2 		$422K Hold
4,337
– – 0.22% 29
2025
Q1 		$391K Hold
4,337
– – 0.24% 27
2024
Q4 		$438K Buy
+4,337
New +$448K 0.26% 25

Other funds holding FYX

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Solano Wealth Investment Advisors's FYX Position: Q3 2025 in Review

Solano Wealth Investment Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2025, closing a stake of 4,337 shares — an estimated $422K sold.

Solano Wealth Investment Advisors first reported a position in FYX in Q4 2024 and held it in 3 quarters. The position peaked at $438K in Q4 2024. 156 funds tracked by Wall St. Rank hold FYX as of Q3 2025.

  • Solano Wealth Investment Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Solano Wealth Investment Advisors sold 4,337 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2025, an estimated $422K.
  • Solano Wealth Investment Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2024 and held it in 3 quarters.
  • Solano Wealth Investment Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $438K in Q4 2024.
  • 156 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2025.

Based on Solano Wealth Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.