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

Triumph 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 Q2	$1.3M	Sell	9,001 -2,300	-20%	-$305K	0.24%	100
2026 Q1	$1.35M	Sell	11,301 -1,708	-13%	-$206K	0.27%	87
2025 Q4	$1.47M	Buy	13,009 +595	+5%	+$66K	0.32%	68
2025 Q3	$1.35M	Buy	12,414 +3,888	+46%	+$404K	0.36%	66
2025 Q2	$829K	Buy	8,526 +2,096	+33%	+$190K	0.25%	94
2025 Q1	$579K	Sell	6,430 -3,266	-34%	-$320K	0.19%	139
2024 Q4	$980K	Sell	9,696 -3,729	-28%	-$385K	0.34%	66
2024 Q3	$1.34M	Buy	+13,425	New	+$1.29M	0.48%	42
2022 Q3	–	Sell	-5,187	Closed	-$398K	–	205
2022 Q2	$398K	Sell	5,187 -10,672	-67%	-$893K	0.21%	111
2022 Q1	$1.45M	Sell	15,859 -1,235	-7%	-$113K	0.63%	37
2021 Q4	$1.66M	Buy	17,094 +4,499	+36%	+$432K	0.72%	31
2021 Q3	$1.15M	Buy	12,595 +440	+4%	+$40.2K	0.54%	42
2021 Q2	$1.09M	Buy	+12,155	New	+$1.13M	0.64%	34

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

Triumph Capital Management's FYX Position: Q2 2026 in Review

Triumph Capital Management reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 20% in Q2 2026, selling an estimated $305K and leaving 9,001 shares worth $1.3M. The position accounts for 0.24% of the portfolio, ranked #100.

Triumph Capital Management first reported a position in FYX in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.66M in Q4 2021. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Triumph Capital Management held 9,001 shares of First Trust Small Cap Core AlphaDEX Fund worth $1.3M as of Q2 2026.
Triumph Capital Management sold 2,300 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $305K.
First Trust Small Cap Core AlphaDEX Fund made up 0.24% of Triumph Capital Management's portfolio in Q2 2026, its #100 holding.
Triumph Capital Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2021 and has held it in 13 quarters since.
Triumph Capital Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $1.66M in Q4 2021.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.