Two Sigma Investments
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Two Sigma Investments’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Two Sigma Investments’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 		$668K Buy
+5,600
New +$676K ﹤0.01% 3531
2025
Q3 		– Sell
-3,600
Closed -$350K – 3748
2025
Q2 		$350K Sell
3,600
-5,300
-60% -$480K ﹤0.01% 2730
2025
Q1 		$802K Hold
8,900
– – ﹤0.01% 2302
2024
Q4 		$899K Buy
+8,900
New +$919K ﹤0.01% 2244
2024
Q3 		– Sell
-3,500
Closed -$317K – 3189
2024
Q2 		$317K Buy
+3,500
New +$317K ﹤0.01% 2573
2024
Q1 		– Sell
-8,600
Closed -$787K – 3142
2023
Q4 		$787K Buy
8,600
+200
+2% +$16.4K ﹤0.01% 2216
2023
Q3 		$678K Hold
8,400
– – ﹤0.01% 2143
2023
Q2 		$691K Buy
+8,400
New +$663K ﹤0.01% 2170

Other funds holding FYX

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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