Wealth Enhancement Advisory Services’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
$4.56M Buy
32,310
+385
+1% +$51.1K 0.01% 1065
2026
Q1
$3.86M Buy
31,925
+1,501
+5% +$181K 0.01% 1027
2025
Q4
$3.59M Sell
30,424
-797
-3% -$88.4K ﹤0.01% 1190
2025
Q3
$3.4M Sell
31,221
-472
-1% -$49K 0.01% 1152
2025
Q2
$3.19M Buy
31,693
+1,226
+4% +$111K 0.01% 1117
2025
Q1
$2.74M Buy
30,467
+1,279
+4% +$125K 0.01% 1089
2024
Q4
$2.95M Buy
29,188
+7,292
+33% +$753K 0.01% 1004
2024
Q3
$2.18M Buy
21,896
+2,413
+12% +$231K ﹤0.01% 1007
2024
Q2
$1.76M Buy
19,483
+2,742
+16% +$249K ﹤0.01% 1036
2024
Q1
$1.56M Buy
16,741
+2,327
+16% +$208K ﹤0.01% 1053
2023
Q4
$1.32M Buy
14,414
+8,118
+129% +$667K ﹤0.01% 1052
2023
Q3
$508K Buy
+6,296
New +$531K ﹤0.01% 1414

Other funds holding FYX

Wealth Enhancement Advisory Services's FYX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 1.2% in Q2 2026, buying an estimated $51.1K and bringing the position to 32,310 shares worth $4.56M. The position accounts for 0.01% of the portfolio, ranked #1065.

Wealth Enhancement Advisory Services first reported a position in FYX in Q3 2023 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold FYX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 32,310 shares of First Trust Small Cap Core AlphaDEX Fund worth $4.56M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 385 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2026, an estimated $51.1K.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1065 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.