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 Q2	$2.73M	Buy	18,900 +13,300	+238%	+$1.77M	﹤0.01%	2718
2026 Q1	$668K	Buy	+5,600	New	+$676K	﹤0.01%	3531
2025 Q3	–	Sell	-3,600	Closed	-$350K	–	3743
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	–	3188
2024 Q2	$317K	Buy	+3,500	New	+$317K	﹤0.01%	2573
2024 Q1	–	Sell	-8,600	Closed	-$787K	–	3141
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

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

Two Sigma Investments's FYX Position: Q2 2026 in Review

Two Sigma Investments increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 238% in Q2 2026, buying an estimated $1.77M and bringing the position to 18,900 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Two Sigma Investments first reported a position in FYX in Q2 2023 and has held it in 9 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Two Sigma Investments held 18,900 shares of First Trust Small Cap Core AlphaDEX Fund worth $2.73M as of Q2 2026.
Two Sigma Investments bought 13,300 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $1.77M.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Two Sigma Investments's portfolio in Q2 2026, its #2718 holding.
Two Sigma Investments first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2023 and has held it in 9 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.