FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND

Ownership history in Advisory Services Network, LLC  ·  34 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TRUST SMALL CAP CORE ALPHADEX FUND (FYX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2017 Q3)
Avg. % of fund
0.01%
First filed
2015 Q1
Last filed
2025 Q3
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,654 +17 +0.6% 0.00% $289K $108.64
2025 Q2 ADDED 2,637 +310 +13.3% 0.00% $259K $96.73
2025 Q1 ADDED 2,327 +7 +0.3% 0.00% $210K $89.51
2024 Q4 UNCHANGED 2,320 0% 0.00% $234K $100.41
2024 Q3 UNCHANGED 2,320 0% 0.00% $210K $98.32
2024 Q2 REDUCED 2,320 -3 -0.1% 0.00% $210K $88.89
2024 Q1 UNCHANGED 2,323 0% 0.00% $217K $91.24
2023 Q4 REDUCED 2,323 -418 -15.2% 0.01% $213K $89.47
2023 Q2 ADDED 2,741 +2,648 +2847.3% 0.01% $225K $79.81
2023 Q1 UNCHANGED 93 0% 0.00% $8K $77.93
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FYX price (monthly, adj. close)
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