Synovus Financial’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Synovus Financial’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	$337K	Sell	3,088 -465	-13%	-$48.3K	﹤0.01%	786
2025 Q2	$346K	Sell	3,553 -330	-8%	-$29.9K	﹤0.01%	754
2025 Q1	$350K	Sell	3,883 -866	-18%	-$84.9K	﹤0.01%	737
2024 Q4	$481K	Buy	+4,749	New	+$490K	0.01%	654
2020 Q3	–	Sell	-2,943	Closed	-$159K	–	965
2020 Q2	$159K	Buy	2,943 +1,151	+64%	+$56.7K	﹤0.01%	699
2020 Q1	$72K	Buy	1,792 +475	+36%	+$26.8K	﹤0.01%	999
2019 Q4	$86K	Sell	1,317 -85	-6%	-$5.28K	﹤0.01%	836
2019 Q3	$84K	Hold	1,402	–	–	﹤0.01%	806
2019 Q2	$87K	Sell	1,402 -160	-10%	-$9.81K	﹤0.01%	727
2019 Q1	$96K	Sell	1,562 -490	-24%	-$29.8K	﹤0.01%	701
2018 Q4	$111K	Sell	2,052 -1,255	-38%	-$76.2K	﹤0.01%	661
2018 Q3	$228K	Hold	3,307	–	–	﹤0.01%	569
2018 Q2	$218K	Hold	3,307	–	–	﹤0.01%	565
2018 Q1	$199K	Sell	3,307 -1,001	-23%	-$61.3K	﹤0.01%	575
2017 Q4	$263K	Sell	4,308 -1,690	-28%	-$101K	﹤0.01%	518
2017 Q3	$354K	Sell	5,998 -1,140	-16%	-$63.5K	0.01%	456
2017 Q2	$397K	Sell	7,138 -1,220	-15%	-$66.5K	0.01%	454
2017 Q1	$455K	Hold	8,358	–	–	0.01%	380
2016 Q4	$450K	Buy	8,358 +1,690	+25%	+$86.2K	0.01%	359
2016 Q3	$333K	Hold	6,668	–	–	0.01%	403
2016 Q2	$307K	Buy	6,668 +758	+13%	+$34.4K	0.01%	407
2016 Q1	$266K	Sell	5,910 -420	-7%	-$17.5K	0.01%	429
2015 Q4	$279K	Hold	6,330	–	–	0.01%	397
2015 Q3	$277K	Hold	6,330	–	–	0.01%	392
2015 Q2	$316K	Sell	6,330 -655	-9%	-$33.1K	0.01%	384
2015 Q1	$353K	Hold	6,985	–	–	0.01%	388
2014 Q4	$342K	Buy	6,985 +2,000	+40%	+$93.5K	0.01%	389
2014 Q3	$224K	Hold	4,985	–	–	0.01%	417
2014 Q2	$245K	Hold	4,985	–	–	0.01%	379
2014 Q1	$243K	Hold	4,985	–	–	0.01%	377
2013 Q4	$243K	Hold	4,985	–	–	0.01%	360
2013 Q3	$218K	Hold	4,985	–	–	0.01%	370
2013 Q2	$197K	Buy	+4,985	New	+$193K	0.01%	369

Other funds holding FYX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Synovus Financial's FYX Position: Q3 2025 in Review

Synovus Financial reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 13% in Q3 2025, selling an estimated $48.3K and leaving 3,088 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Synovus Financial first reported a position in FYX in Q2 2013 and has held it in 33 quarters since. The position peaked at $481K in Q4 2024. 156 funds tracked by Wall St. Rank hold FYX as of Q3 2025.

Synovus Financial held 3,088 shares of First Trust Small Cap Core AlphaDEX Fund worth $337K as of Q3 2025.
Synovus Financial sold 465 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2025, an estimated $48.3K.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Synovus Financial's portfolio in Q3 2025, its #786 holding.
Synovus Financial first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2013 and has held it in 33 quarters since.
Synovus Financial's First Trust Small Cap Core AlphaDEX Fund position peaked at $481K in Q4 2024.
156 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.