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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.33M +$422K +9,290 +46%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.29M +$612K +13,474 +90%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.13M +$211K +4,643 +23%
Citadel Advisors
29
Citadel Advisors
Florida
$1.09M +$320K +7,055 +42%
TPA
30
Trivium Point Advisory
Connecticut
$782K -$2.1M -46,303 -73%
OMC
31
Old Mission Capital
Illinois
$770K -$623K -13,704 -45%
SA
32
SFI Advisors
New Jersey
$733K -$171K -3,771 -19%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$716K +$2.91K +64 +0.4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$659K -$186K -4,099 -22%
RW
35
RVW Wealth
California
$620K +$363 +8 +0.1%
MML Investors Services
36
MML Investors Services
Massachusetts
$611K -$84.1K -1,852 -12%
SPIA
37
Steward Partners Investment Advisory
New York
$572K +$395K +8,700 +225%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$535K -$43.9K -966 -8%
WWM
39
Western Wealth Management
Colorado
$503K -$6.45K -142 -1%
Jane Street
40
Jane Street
New York
$488K -$2.43M -53,535 -83%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$484K +$32.3K +710 +7%
RIS
42
Richmond Investment Services
Wisconsin
$419K +$363 +8 +0.1%
NFG
43
Nations Financial Group
Iowa
$400K +$24.3K +535 +6%
FFA
44
Farther Finance Advisors
California
$339K +$93.8K +2,064 +39%
EH
45
Equitable Holdings
New York
$300K +$10.2K +225 +3%
MIFH
46
Migdal Insurance & Financial Holdings
Israel
$296K +$295K +6,500 New
SWGC
47
Summit Wealth Group (Colorado)
Colorado
$245K +$245K +5,387 New
PS
48
Principal Securities
Iowa
$243K -$6.81K -150 -3%
PTC
49
Private Trust Company
Ohio
$242K +$5.5K +121 +2%
IP
50
Indivisible Partners
Florida
$240K +$1.59K +35 +0.7%