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First Trust China AlphaDEX Fund

22 hedge funds and large institutions have $52.5M invested in First Trust China AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

55% more capital invested

Capital invested by funds: $33.9M → $52.5M (+$18.6M)

38% more funds holding

Funds holding: 1622 (+6)

3.46% less ownership

Funds ownership: 87.77%84.31% (-3.5%)

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$39.1M +$7M +261,148 +24%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.35M +$2.11M +78,864 +215%
LPL Financial
3
LPL Financial
California
$2.45M +$2.27M +84,603 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.31M +$1.22M +45,348 New
SPC
5
Sigma Planning Corp
Michigan
$1.12M +$1.03M +38,500 New
Raymond James Financial
6
Raymond James Financial
Florida
$915K +$95.3K +3,557 +13%
OMC
7
Old Mission Capital
Illinois
$695K -$2.22M -82,700 -78%
UWS
8
Unique Wealth Strategies
Illinois
$660K +$66.2K +2,471 +12%
AC
9
Avestar Capital
New York
$592K +$136K +5,084 +33%
GM
10
GeoWealth Management
Illinois
$587K +$543K +20,271 New
TFA
11
Transamerica Financial Advisors
Florida
$320K +$24.8K +924 +9%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$293K -$710K -26,484 -72%
FTUS
13
Flow Traders U.S.
New York
$272K -$475K -17,714 -65%
Jane Street
14
Jane Street
New York
$258K +$238K +8,898 New
SG
15
StoneX Group
New York
$245K +$402 +15 +0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$223K -$337K -12,558 -61%
ASN
17
Advisory Services Network
Georgia
$69.4K +$64.2K +2,397 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$8.77K +$8.09K +302 New
RIL
19
Rothschild Investment LLC
Illinois
$7.39K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3K +$2.68K +100 New
Morgan Stanley
21
Morgan Stanley
New York
$86 +$54 +2 New
NA
22
NewEdge Advisors
Louisiana
$14
UBS Group
23
UBS Group
Switzerland
-$100K -4,166 Closed
AAS
24
Ameritas Advisory Services
Nebraska
-$6.27K -260 Closed
TPWA
25
Twin Peaks Wealth Advisors
California
-$6K -224 Closed

FCA Hedge Fund Activity: Q3 2025 in Review

22 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust China AlphaDEX Fund (FCA) for Q3 2025, worth a combined $52.5M — up 55% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FCA positions and 3 closed out — a net gain of 6 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $7M. The largest seller was Old Mission Capital, cutting an estimated $2.22M.

  • 22 institutional investors held First Trust China AlphaDEX Fund (FCA) as of Q3 2025, up from 16 in Q2 2025.
  • Funds reported $52.5M of First Trust China AlphaDEX Fund stock for Q3 2025, up 55% quarter-over-quarter.
  • 9 funds opened new First Trust China AlphaDEX Fund positions in Q3 2025 and 3 closed out, a net change of +6 holders.
  • The largest First Trust China AlphaDEX Fund buyer in Q3 2025 was First Trust Advisors, an estimated $7M added.
  • The largest First Trust China AlphaDEX Fund seller in Q3 2025 was Old Mission Capital, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2025.