Wealth Enhancement Advisory Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Wealth Enhancement Advisory Services’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	$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

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

BMWM

Brown Miller Wealth Management Mclean, Virginia $397M AUM 24.84% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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.