Spectrum Wealth Advisory Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Spectrum Wealth Advisory Group’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	$6.23K	Buy	+43	New	+$5.71K	﹤0.01%	267
2023 Q2	–	Sell	-67,990	Closed	-$5.48M	–	32
2023 Q1	$5.48M	Sell	67,990 -396	-0.6%	-$33K	7.39%	6
2022 Q4	$5.36M	Sell	68,386 -1,860	-3%	-$148K	7.47%	6
2022 Q3	$5.11M	Buy	70,246 +2,180	+3%	+$177K	6.42%	4
2022 Q2	$5.22M	Buy	68,066 +2,592	+4%	+$217K	5.82%	4
2022 Q1	$6M	Buy	65,474 +7,303	+13%	+$668K	5.78%	4
2021 Q4	$5.65M	Buy	58,171 +2,097	+4%	+$202K	5.03%	3
2021 Q3	$5.13M	Buy	56,074 +2,357	+4%	+$215K	5.07%	3
2021 Q2	$5.01M	Buy	53,717 +12,224	+29%	+$1.14M	4.9%	3
2021 Q1	$3.76M	Buy	+41,493	New	+$3.65M	3.59%	6

Other funds holding FYX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Spectrum Wealth Advisory Group's FYX Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 43 shares worth $6.23K. The stake represents ﹤0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in FYX as recently as Q1 2023.

Spectrum Wealth Advisory Group first reported a position in FYX in Q1 2021 and has held it in 10 quarters since. The position peaked at $6M in Q1 2022. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Spectrum Wealth Advisory Group held 43 shares of First Trust Small Cap Core AlphaDEX Fund worth $6.23K as of Q2 2026.
First Trust Small Cap Core AlphaDEX Fund was a new Spectrum Wealth Advisory Group position in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #267 holding.
Spectrum Wealth Advisory Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2021 and has held it in 10 quarters since.
Spectrum Wealth Advisory Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $6M in Q1 2022.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.