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TD Capital Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

TD Capital Management’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
Q1 		$15.8K Hold
132
– – ﹤0.01% 407
2025
Q4 		$14.9K Buy
+132
New +$14.6K ﹤0.01% 401

Other funds holding FYX

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TD Capital Management's FYX Position: Q1 2026 in Review

TD Capital Management held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q1 2026 at 132 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

TD Capital Management first reported a position in FYX in Q4 2025 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold FYX as of Q1 2026.

  • TD Capital Management held 132 shares of First Trust Small Cap Core AlphaDEX Fund worth $15.8K as of Q1 2026.
  • TD Capital Management left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #407 holding.
  • TD Capital Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.