Sound Income Strategies’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Sound Income Strategies’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	–	Sell	-1,330	Closed	-$160K	–	1200
2026 Q1	$160K	Hold	1,330	–	–	0.01%	467
2025 Q4	$161K	Buy	+1,330	New	+$148K	0.01%	470
2025 Q3	–	Sell	-9	Closed	-$876	–	1752
2025 Q2	$876	Hold	9	–	–	﹤0.01%	1394
2025 Q1	$811	Buy	+9	New	+$882	﹤0.01%	1373

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Sound Income Strategies's FYX Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026, closing a stake of 1,330 shares — an estimated $160K sold.

Sound Income Strategies first reported a position in FYX in Q1 2025 and held it in 4 quarters. The position peaked at $161K in Q4 2025. 149 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Sound Income Strategies reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 1,330 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $160K.
Sound Income Strategies first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2025 and held it in 4 quarters.
Sound Income Strategies's First Trust Small Cap Core AlphaDEX Fund position peaked at $161K in Q4 2025.
149 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.