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First Trust Emerging Markets Small Cap AlphaDEX Fund

70 hedge funds and large institutions have $139M invested in First Trust Emerging Markets Small Cap AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

11% more funds holding

Funds holding: 6370 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.14% less ownership

Funds ownership: 61.93%57.79% (-4.1%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

19% less capital invested

Capital invested by funds: $171M → $139M (-$31.9M)

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
29
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.29M -$5.9M -138,981 -82%
OC
27
Oppenheimer & Co
New York
$927K +$57.9K +1,364 +7%
Osaic Holdings
28
Osaic Holdings
Arizona
$914K -$1.5M -35,228 -62%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$845K +$12.9K +304 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$841K -$2.06M -48,459 -71%
SA
31
SFI Advisors
New Jersey
$836K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$781K -$2.82M -66,277 -78%
LWP
33
LeClair Wealth Partners
Ohio
$775K -$2.34K -55 -0.3%
Citadel Advisors
34
Citadel Advisors
Florida
$712K +$177K +4,176 +33%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$659K -$356K -8,371 -35%
MML Investors Services
36
MML Investors Services
Massachusetts
$642K +$6.67K +157 +1%
IWC
37
Integrated Wealth Concepts
Massachusetts
$628K -$4.44M -104,527 -88%
RW
38
RVW Wealth
California
$572K +$212 +5 +0%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$535K -$22.4K -527 -4%
WWM
40
Western Wealth Management
Colorado
$471K +$97.1K +2,287 +26%
Bank of America
41
Bank of America
North Carolina
$425K -$513K -12,085 -54%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$417K +$127 +3 +0%
RIS
43
Richmond Investment Services
Wisconsin
$387K -$71.4K -1,680 -15%
NFG
44
Nations Financial Group
Iowa
$347K -$54.4K -1,281 -13%
EH
45
Equitable Holdings
New York
$290K -$35.8K -844 -11%
PS
46
Principal Securities
Iowa
$231K +$2.42K +57 +1%
FFA
47
Farther Finance Advisors
California
$225K +$214K +5,040 +1,714%
MFG
48
Merit Financial Group
Georgia
$221K +$14K +330 +7%
IP
49
Indivisible Partners
Florida
$220K +$222K +5,228 New
PTC
50
Private Trust Company
Ohio
$219K -$31.3K -738 -12%