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First Trust China AlphaDEX Fund

25 hedge funds and large institutions have $91.2M invested in First Trust China AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

80% more capital invested

Capital invested by funds: $50.6M → $91.2M (+$40.6M)

25% more funds holding

Funds holding: 2025 (+5)

1.18% less ownership

Funds ownership: 83.13%81.95% (-1.2%)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$63.9M +$22.5M +699,253 +52%
P
2
&Partners
Tennessee
$7.74M +$4.64M +144,354 +141%
ASN
3
Advisory Services Network
Georgia
$3.47M +$3.56M +110,818 New
Jane Street
4
Jane Street
New York
$3.1M +$3.18M +98,787 New
LPL Financial
5
LPL Financial
California
$1.91M +$308K +9,587 +19%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.8M +$1.85M +57,550 New
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.58M +$1.62M +50,309 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.24M -$1.56M -48,412 -55%
OMC
9
Old Mission Capital
Illinois
$1.15M +$447K +13,901 +61%
Raymond James Financial
10
Raymond James Financial
Florida
$1.14M +$193K +5,996 +20%
UWS
11
Unique Wealth Strategies
Illinois
$861K +$2.96K +92 +0.3%
AC
12
Avestar Capital
New York
$691K +$51.4K +1,599 +8%
TFA
13
Transamerica Financial Advisors
Florida
$680K +$362K +11,266 +108%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$594K +$609K +18,943 New
GCA
15
Genesee Capital Advisors
New York
$566K -$113K -3,518 -16%
Osaic Holdings
16
Osaic Holdings
Arizona
$252K
Citadel Advisors
17
Citadel Advisors
Florida
$216K -$50.1K -1,557 -18%
KAS
18
Kestra Advisory Services
Texas
$213K +$45K +1,400 +26%
UBS Group
19
UBS Group
Switzerland
$36.9K +$35.3K +1,099 +1,409%
AGWCA
20
Annis Gardner Whiting Capital Advisors
Florida
$18.6K +$19.1K +594 New
RIL
21
Rothschild Investment LLC
Illinois
$7.99K
TPWA
22
Twin Peaks Wealth Advisors
California
$7.02K +$7.2K +224 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3K
AssetMark Inc
24
AssetMark Inc
California
$2.76K
Morgan Stanley
25
Morgan Stanley
New York
$47 -$32 -1 -50%

FCA Hedge Fund Activity: Q1 2026 in Review

25 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in First Trust China AlphaDEX Fund (FCA) for Q1 2026, worth a combined $91.2M — up 80% from $50.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FCA positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $22.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.56M.

  • 25 institutional investors held First Trust China AlphaDEX Fund (FCA) as of Q1 2026, up from 20 in Q4 2025.
  • Funds reported $91.2M of First Trust China AlphaDEX Fund stock for Q1 2026, up 80% quarter-over-quarter.
  • 7 funds opened new First Trust China AlphaDEX Fund positions in Q1 2026 and 2 closed out, a net change of +5 holders.
  • The largest First Trust China AlphaDEX Fund buyer in Q1 2026 was First Trust Advisors, an estimated $22.5M added.
  • The largest First Trust China AlphaDEX Fund seller in Q1 2026 was Cambridge Investment Research Advisors, an estimated $1.56M sold.

Based on aggregated 13F filings for Q1 2026.