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First Trust Small Cap Growth AlphaDEX Fund

105 hedge funds and large institutions have $329M invested in First Trust Small Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.83M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
26
Moneywise Inc
Virginia
$2.08M
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.88M
HA
28
HFG Advisors
Ohio
$1.75M
US Bancorp
29
US Bancorp
Minnesota
$1.63M
HI
30
Harbour Investments
Wisconsin
$1.56M
CAC
31
Certified Advisory Corp
Florida
$1.55M
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.5M
AI
33
Atria Investments
North Carolina
$1.36M
OFS
34
OneAscent Financial Services
Alabama
$1.36M
KAS
35
Kestra Advisory Services
Texas
$1.31M
MIM
36
MTM Investment Management
South Carolina
$1.25M
SPIA
37
Steward Partners Investment Advisory
New York
$1.25M
MA
38
MONECO Advisors
Connecticut
$1.12M
GWM
39
Geneos Wealth Management
Colorado
$1.03M
VIPI
40
Vista Investment Partners II
Indiana
$884K
Jones Financial Companies
41
Jones Financial Companies
Missouri
$847K
AIP
42
Ameritas Investment Partners
Nebraska
$815K
SEM
43
Strategic Equity Management
Arizona
$812K
PWS
44
Proactive Wealth Strategies
Georgia
$753K
Goldman Sachs
45
Goldman Sachs
New York
$684K
PAG
46
Private Advisor Group
New Jersey
$678K
IWN
47
Independent Wealth Network
Iowa
$650K
WWM
48
Western Wealth Management
Colorado
$647K
GWP
49
Gateway Wealth Partners
Wisconsin
$642K
SA
50
Sylvest Advisors
Texas
$627K