Vise Technologies
FYX icon

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

Vise Technologies’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 		$1.08M Buy
7,470
+2,516
+51% +$334K 0.01% 759
2026
Q1 		$560K Hold
4,954
– – 0.01% 813
2025
Q4 		$560K Buy
+4,954
New +$550K 0.01% 818

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vise Technologies's FYX Position: Q2 2026 in Review

Vise Technologies increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 51% in Q2 2026, buying an estimated $334K and bringing the position to 7,470 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #759.

Vise Technologies 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.

  • Vise Technologies held 7,470 shares of First Trust Small Cap Core AlphaDEX Fund worth $1.08M as of Q2 2026.
  • Vise Technologies bought 2,516 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $334K.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #759 holding.
  • Vise Technologies 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 Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.