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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
SWTS
51
Stonehaven Wealth & Tax Solutions
Wisconsin
$206K +$208K +4,894 New
PB
52
Pinnacle Bancorp
Nebraska
$205K
AFA
53
American Financial Advisors
Georgia
$203K -$7.43K -175 -4%
SWM
54
Spire Wealth Management
Virginia
$167K +$765 +18 +0.5%
SPIA
55
Steward Partners Investment Advisory
New York
$162K +$680 +16 +0.4%
SG
56
Sankala Group
Colorado
$106K +$94.2K +2,218 New
KAS
57
Kestra Advisory Services
Texas
$68.4K +$69K +1,624 New
GRP
58
Global Retirement Partners
California
$55.2K
GWM
59
Geneos Wealth Management
Colorado
$44.9K
Comerica Bank
60
Comerica Bank
Texas
$38.2K
JP Morgan Chase
61
JP Morgan Chase
New York
$12.7K +$12.8K +301 New
HAP
62
Harbor Asset Planning
Massachusetts
$7.42K +$85 +2 +1%
IA
63
IFP Advisors
Florida
$6.31K -$2.55K -60 -29%
AF
64
Allworth Financial
California
$5.68K
Russell Investments Group
65
Russell Investments Group
United Kingdom
$5.42K -$2.63K -62 -32%
AWM
66
AE Wealth Management
Kansas
$4.38K +$4.42K +104 New
HI
67
Harbour Investments
Wisconsin
$4.11K +$42 +1 +1%
DCM
68
Davis Capital Management
Florida
$1.43K
TC
69
Trust Company
Kansas
$589 +$595 +14 New
HHCP
70
Hilton Head Capital Partners
South Carolina
$253 +$255 +6 New
WEG
71
World Equity Group
Illinois
-$1.14M -25,778 Closed
AAS
72
Ameritas Advisory Services
Nebraska
-$52.7K -1,193 Closed