Western Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
Other funds holding FYX
Western Wealth Management's FYX Position: Q1 2026 in Review
Western Wealth Management increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 7.5% in Q1 2026, buying an estimated $250K and bringing the position to 29,514 shares worth $3.52M. The position accounts for 0.13% of the portfolio, ranked #156.
Western Wealth Management first reported a position in FYX in Q4 2019 and has held it in 23 quarters since. The position peaked at $14.2M in Q1 2022. 181 funds tracked by Wall St. Rank hold FYX as of Q1 2026.
- Western Wealth Management held 29,514 shares of First Trust Small Cap Core AlphaDEX Fund worth $3.52M as of Q1 2026.
- Western Wealth Management bought 2,071 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2026, an estimated $250K.
- First Trust Small Cap Core AlphaDEX Fund made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #156 holding.
- Western Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2019 and has held it in 23 quarters since.
- Western Wealth Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $14.2M in Q1 2022.
- 181 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2026.
Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.