Troutman Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Troutman Wealth 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	$4.61M	Sell	31,950 -191	-0.6%	-$25.4K	3.55%	12
2026 Q1	$3.84M	Sell	32,141 -199	-0.6%	-$24K	3.2%	13
2025 Q4	$3.66M	Buy	+32,340	New	+$3.59M	3.02%	13

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

Troutman Wealth Management's FYX Position: Q2 2026 in Review

Troutman Wealth Management reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 0.59% in Q2 2026, selling an estimated $25.4K and leaving 31,950 shares worth $4.61M. The position accounts for 3.55% of the portfolio, ranked #12.

Troutman Wealth Management first reported a position in FYX in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Troutman Wealth Management held 31,950 shares of First Trust Small Cap Core AlphaDEX Fund worth $4.61M as of Q2 2026.
Troutman Wealth Management sold 191 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $25.4K.
First Trust Small Cap Core AlphaDEX Fund made up 3.55% of Troutman Wealth Management's portfolio in Q2 2026, its #12 holding.
Troutman Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Troutman Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.