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Summit Wealth Group (Colorado)’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Summit Wealth Group (Colorado)’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 		$239K Buy
+1,653
New +$220K 0.02% 344
2026
Q1 		– Sell
-1,986
Closed -$225K – 344
2025
Q4 		$225K Buy
+1,986
New +$220K 0.03% 254

Other funds holding FYX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FYX Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026: 1,653 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #344 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in FYX as recently as Q4 2025.

Summit Wealth Group (Colorado) first reported a position in FYX in Q4 2025 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,653 shares of First Trust Small Cap Core AlphaDEX Fund worth $239K as of Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #344 holding.
  • Summit Wealth Group (Colorado) first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.