Steward Partners Investment Advisory’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $716K | Buy |
5,999
+130
| +2% | +$15.7K | ﹤0.01% | 1332 |
|
|
2025
Q4 | $664K | Hold |
5,869
| – | – | ﹤0.01% | 1268 |
|
|
2025
Q3 | $640K | Sell |
5,869
-20
| -0.3% | -$2.08K | ﹤0.01% | 1256 |
|
|
2025
Q2 | $573K | Hold |
5,889
| – | – | ﹤0.01% | 1236 |
|
|
2025
Q1 | $531K | Buy |
5,889
+375
| +7% | +$36.8K | ﹤0.01% | 1193 |
|
|
2024
Q4 | $557K | Buy |
5,514
+70
| +1% | +$7.23K | ﹤0.01% | 1103 |
|
|
2024
Q3 | $542K | Buy |
5,444
+300
| +6% | +$28.8K | 0.01% | 1078 |
|
|
2024
Q2 | $465K | Buy |
5,144
+50
| +1% | +$4.53K | ﹤0.01% | 1089 |
|
|
2024
Q1 | $475K | Sell |
5,094
-30
| -0.6% | -$2.69K | 0.01% | 1073 |
|
|
2023
Q4 | $469K | Buy |
5,124
+500
| +11% | +$41.1K | 0.01% | 1028 |
|
|
2023
Q3 | $373K | Buy |
4,624
+171
| +4% | +$14.4K | 0.01% | 1035 |
|
|
2023
Q2 | $366K | Sell |
4,453
-500
| -10% | -$39.5K | 0.01% | 1054 |
|
|
2023
Q1 | $399K | Sell |
4,953
-20
| -0.4% | -$1.67K | 0.01% | 1011 |
|
|
2022
Q4 | $390K | Buy |
4,973
+1
| +0% | +$80 | 0.01% | 990 |
|
|
2022
Q3 | $362K | Hold |
4,972
| – | – | 0.01% | 965 |
|
|
2022
Q2 | $381K | Sell |
4,972
-365
| -7% | -$30.6K | 0.01% | 948 |
|
|
2022
Q1 | $489K | Sell |
5,337
-109
| -2% | -$9.97K | 0.01% | 931 |
|
|
2021
Q4 | $529K | Buy |
5,446
+497
| +10% | +$47.8K | 0.01% | 915 |
|
|
2021
Q3 | $453K | Buy |
4,949
+4
| +0.1% | +$365 | 0.01% | 943 |
|
|
2021
Q2 | $461K | Buy |
4,945
+105
| +2% | +$9.77K | 0.01% | 967 |
|
|
2021
Q1 | $439K | Sell |
4,840
-10
| -0.2% | -$879 | 0.01% | 935 |
|
|
2020
Q4 | $373K | Buy |
4,850
+400
| +9% | +$27.3K | 0.01% | 840 |
|
|
2020
Q3 | $258K | Hold |
4,450
| – | – | 0.01% | 857 |
|
|
2020
Q2 | $242K | Buy |
4,450
+200
| +5% | +$9.85K | 0.01% | 819 |
|
|
2020
Q1 | $174K | Hold |
4,250
| – | – | 0.01% | 833 |
|
|
2019
Q4 | $275K | Sell |
4,250
-300
| -7% | -$18.6K | 0.01% | 787 |
|
|
2019
Q3 | $273K | Sell |
4,550
-250
| -5% | -$15K | 0.01% | 750 |
|
|
2019
Q2 | $295K | Sell |
4,800
-250
| -5% | -$15.3K | 0.01% | 701 |
|
|
2019
Q1 | $311K | Buy |
5,050
+600
| +13% | +$36.4K | 0.01% | 630 |
|
|
2018
Q4 | $240K | Sell |
4,450
-860
| -16% | -$52.2K | 0.01% | 655 |
|
|
2018
Q3 | $366K | Sell |
5,310
-1,311
| -20% | -$89.8K | 0.02% | 577 |
|
|
2018
Q2 | $437K | Sell |
6,621
-2,251
| -25% | -$144K | 0.03% | 489 |
|
|
2018
Q1 | $534K | Buy |
8,872
+525
| +6% | +$32.2K | 0.04% | 410 |
|
|
2017
Q4 | $510K | Buy |
8,347
+1,102
| +15% | +$65.9K | 0.04% | 355 |
|
|
2017
Q3 | $427K | Buy |
+7,245
| New | +$404K | 0.04% | 324 |
|
Other funds holding FYX
Steward Partners Investment Advisory's FYX Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 2.2% in Q1 2026, buying an estimated $15.7K and bringing the position to 5,999 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.
Steward Partners Investment Advisory first reported a position in FYX in Q3 2017 and has held it in 35 quarters since. 181 funds tracked by Wall St. Rank hold FYX as of Q1 2026.
- Steward Partners Investment Advisory held 5,999 shares of First Trust Small Cap Core AlphaDEX Fund worth $716K as of Q1 2026.
- Steward Partners Investment Advisory bought 130 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $15.7K.
- First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1332 holding.
- Steward Partners Investment Advisory first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2017 and has held it in 35 quarters since.
- 181 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.