FYX — First Trust Small Cap Core AlphaDEX Fund
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Largest institutional holders
| manager | value | shares |
|---|---|---|
| ROYAL BANK OF CANADA | 84.5M | 708.4K |
| MORGAN STANLEY | 77.9M | 652.8K |
| LPL Financial LLC | 73.1M | 612.1K |
| WELLS FARGO & COMPANY/MN | 65.0M | 544.4K |
| RAYMOND JAMES FINANCIAL INC | 49.4M | 413.9K |
| BANK OF AMERICA CORP /DE/ | 44.3M | 371.5K |
| UBS Group AG | 36.4M | 304.6K |
| Cetera Investment Advisers | 15.4M | 128.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14.0M | 116.9K |
| Concurrent Investment Advisors, LLC | 10.2M | 85.5K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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