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First Trust Emerging Markets Small Cap AlphaDEX Fund

68 hedge funds and large institutions have $152M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

9% more capital invested

Capital invested by funds: $139M → $152M (+$12.9M)

1.13% more ownership

Funds ownership: 57.79%58.92% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less funds holding

Funds holding: 7068 (-2)

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
33
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.8M +$383K +8,434 +2%
Wells Fargo
2
Wells Fargo
California
$17.9M +$2.3M +50,547 +15%
LPL Financial
3
LPL Financial
California
$11.1M -$66.1K -1,456 -0.6%
Raymond James Financial
4
Raymond James Financial
Florida
$10M +$339K +7,470 +4%
BWG
5
Beta Wealth Group
California
$8.87M -$265K -5,836 -3%
6F
6
626 Financial
Michigan
$6.39M -$1.11M -24,333 -15%
AAP
7
Arax Advisory Partners
Colorado
$6.15M +$188K +4,128 +3%
PAG
8
Private Advisor Group
New Jersey
$5.52M -$41.2K -906 -0.7%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$4.23M +$63.6K +1,400 +1%
FTUS
10
Flow Traders U.S.
New York
$4.14M +$497K +10,951 +14%
NA
11
NewEdge Advisors
Louisiana
$3.73M +$173K +3,817 +5%
VA
12
VestGen Advisors
Illinois
$3.5M +$71.8K +1,581 +2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.38M +$190K +4,180 +6%
IAA
14
Independent Advisor Alliance
North Carolina
$3.3M +$3.29M +72,428 New
AIC
15
Archer Investment Corporation
Indiana
$3.15M +$34.7K +763 +1%
CWA
16
Crusonia Wealth Advisors
Colorado
$2.47M -$212K -4,665 -8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.39M +$163K +3,598 +7%
HAS
18
HBW Advisory Services
California
$2.33M +$427K +9,402 +22%
CPG
19
Cornerstone Planning Group
New Jersey
$2.31M -$209K -4,591 -9%
Stifel Financial
20
Stifel Financial
Missouri
$2.29M -$32K -705 -1%
UBS Group
21
UBS Group
Switzerland
$2.29M -$345K -7,603 -13%
QCIG
22
Quad-Cities Investment Group
Iowa
$2.06M +$3.45K +76 +0.2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.9M +$246K +5,417 +15%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.86M +$445K +9,792 +31%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.4M +$415K +9,128 +42%