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

TrueFG’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
Q3 		$236K Buy
1,753
+252
+17% +$35.7K 0.05% 64
2026
Q2 		$217K Buy
+1,501
New +$199K 0.05% 68

Other funds holding FYX

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Alliance Advisory Group
Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return
City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

TrueFG's FYX Position: Q3 2026 in Review

TrueFG increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 17% in Q3 2026, buying an estimated $35.7K and bringing the position to 1,753 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #64.

TrueFG first reported a position in FYX in Q2 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold FYX as of Q3 2026.

  • TrueFG held 1,753 shares of First Trust Small Cap Core AlphaDEX Fund worth $236K as of Q3 2026.
  • TrueFG bought 252 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2026, an estimated $35.7K.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.05% of TrueFG's portfolio in Q3 2026, its #64 holding.
  • TrueFG first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.