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First Trust China AlphaDEX Fund

20 hedge funds and large institutions have $50.6M invested in First Trust China AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $52.5M → $50.6M (-$1.91M)

1.18% less ownership

Funds ownership: 84.31%83.13% (-1.2%)

9% less funds holding

Funds holding: 2220 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
2
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$37.9M -$328K -11,383 -0.8%
P
2
&Partners
Tennessee
$2.97M +$2.95M +102,626 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.49M -$793K -27,532 -24%
LPL Financial
4
LPL Financial
California
$1.45M -$955K -33,169 -39%
SG
5
StoneX Group
New York
$1.43M +$1.21M +42,001 +496%
Raymond James Financial
6
Raymond James Financial
Florida
$862K -$31.7K -1,100 -3%
UWS
7
Unique Wealth Strategies
Illinois
$774K +$132K +4,597 +20%
OMC
8
Old Mission Capital
Illinois
$643K -$35.3K -1,227 -5%
GCA
9
Genesee Capital Advisors
New York
$610K +$621K +21,581 New
AC
10
Avestar Capital
New York
$578K
TFA
11
Transamerica Financial Advisors
Florida
$295K -$17.3K -601 -5%
Citadel Advisors
12
Citadel Advisors
Florida
$239K -$1.06M -36,897 -81%
Osaic Holdings
13
Osaic Holdings
Arizona
$227K
KAS
14
Kestra Advisory Services
Texas
$153K +$156K +5,409 New
RIL
15
Rothschild Investment LLC
Illinois
$7.21K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3K
AssetMark Inc
17
AssetMark Inc
California
$2.49K +$2.53K +88 New
UBS Group
18
UBS Group
Switzerland
$2.21K +$2.25K +78 New
DWM
19
Darwin Wealth Management
Florida
$169 +$173 +6 New
Morgan Stanley
20
Morgan Stanley
New York
$79
SPC
21
Sigma Planning Corp
Michigan
-$1.12M -38,500 Closed
GM
22
GeoWealth Management
Illinois
-$587K -20,271 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$293K -10,113 Closed
FTUS
24
Flow Traders U.S.
New York
-$272K -9,404 Closed
Jane Street
25
Jane Street
New York
-$258K -8,898 Closed

FCA Hedge Fund Activity: Q4 2025 in Review

20 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in First Trust China AlphaDEX Fund (FCA) for Q4 2025, worth a combined $50.6M — down 3.6% from $52.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FCA and 6 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 2 added.

The largest buyer was &Partners, opening a new position worth an estimated $2.95M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $1.12M sold.

  • 20 institutional investors held First Trust China AlphaDEX Fund (FCA) as of Q4 2025, down from 22 in Q3 2025.
  • Funds reported $50.6M of First Trust China AlphaDEX Fund stock for Q4 2025, down 3.6% quarter-over-quarter.
  • 6 funds opened new First Trust China AlphaDEX Fund positions in Q4 2025 and 8 closed out, a net change of -2 holders.
  • The largest First Trust China AlphaDEX Fund buyer in Q4 2025 was &Partners, an estimated $2.95M added.
  • The largest First Trust China AlphaDEX Fund seller in Q4 2025 was Sigma Planning Corp, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2025.