Twin Peaks Wealth Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-578
Closed -$69K 985
2026
Q1
$69K Buy
+578
New +$69.7K 0.02% 356
2025
Q3
Sell
-578
Closed -$59.4K 913
2025
Q2
$59.4K Buy
+578
New +$52.3K 0.02% 314

Other funds holding FYX

Twin Peaks Wealth Advisors's FYX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2026, closing a stake of 578 shares — an estimated $69K sold.

Twin Peaks Wealth Advisors first reported a position in FYX in Q2 2025 and held it in 2 quarters. The position peaked at $69K in Q1 2026. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 578 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $69K.
  • Twin Peaks Wealth Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $69K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.