Walkner Condon Financial Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Walkner Condon Financial Advisors’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	$266K	Hold	1,843	–	–	0.03%	287
2026 Q1	$220K	Hold	1,843	–	–	0.03%	294
2025 Q4	$209K	Hold	1,843	–	–	0.03%	298
2025 Q3	$201K	Buy	+1,843	New	+$191K	0.03%	292
2020 Q1	–	Sell	-3,525	Closed	-$229K	–	60
2019 Q4	$229K	Buy	+3,525	New	+$219K	0.22%	63

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

Walkner Condon Financial Advisors's FYX Position: Q2 2026 in Review

Walkner Condon Financial Advisors held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q2 2026 at 1,843 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #287.

Walkner Condon Financial Advisors first reported a position in FYX in Q4 2019 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

Walkner Condon Financial Advisors held 1,843 shares of First Trust Small Cap Core AlphaDEX Fund worth $266K as of Q2 2026.
Walkner Condon Financial Advisors left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Core AlphaDEX Fund made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #287 holding.
Walkner Condon Financial Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2019 and has held it in 5 quarters since.
204 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.