TCM
FYX icon

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
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

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