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First Trust Small Cap Growth AlphaDEX Fund

104 hedge funds and large institutions have $327M 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, 42 reducing their positions, and 14 closing their positions.

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
33
Reduced
42
Closed
14
Calls
$1.83M
Puts
Net Calls
+$1.83M
Net Calls Change
+$1.83M
Name Market Value Shares Shares
Change
Shares
Change %
MI
26
Moneywise Inc
Virginia
$2.08M 26,188 -3,033 -10%
HA
27
HFG Advisors
Ohio
$1.75M 21,947 +1,289 +6%
US Bancorp
28
US Bancorp
Minnesota
$1.63M 20,463 +186 +0.9%
HI
29
Harbour Investments
Wisconsin
$1.56M 19,622 -645 -3%
CAC
30
Certified Advisory Corp
Florida
$1.55M 19,476 +19,476 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.5M 18,804 +7,154 +61%
AI
32
Atria Investments
North Carolina
$1.36M 17,133 +11,571 +208%
OFS
33
OneAscent Financial Services
Alabama
$1.36M 17,133 +11,571 +208%
KAS
34
Kestra Advisory Services
Texas
$1.31M 16,496 -672 -4%
MIM
35
MTM Investment Management
South Carolina
$1.25M 15,753 -750 -5%
SPIA
36
Steward Partners Investment Advisory
New York
$1.25M 15,711 -1,144 -7%
MA
37
MONECO Advisors
Connecticut
$1.12M 14,062 -434 -3%
GWM
38
Geneos Wealth Management
Colorado
$1.03M 12,956 -8,072 -38%
VIPI
39
Vista Investment Partners II
Indiana
$884K 11,114 +3,620 +48%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$847K 10,710 +5,612 +110%
AIP
41
Ameritas Investment Partners
Nebraska
$815K 10,245 +1,220 +14%
SEM
42
Strategic Equity Management
Arizona
$812K 10,203 +203 +2%
PWS
43
Proactive Wealth Strategies
Georgia
$753K 9,464 +9,464 New
Goldman Sachs
44
Goldman Sachs
New York
$684K 8,597 -28,949 -77%
PAG
45
Private Advisor Group
New Jersey
$678K 8,521 +8,521 New
IWN
46
Independent Wealth Network
Iowa
$650K 8,163 +186 +2%
WWM
47
Western Wealth Management
Colorado
$647K 8,131 +324 +4%
GWP
48
Gateway Wealth Partners
Wisconsin
$642K 8,061 -1,355 -14%
SA
49
Sylvest Advisors
Texas
$627K 7,878 +565 +8%
CPA
50
Clear Point Advisors
New York
$625K 7,854 -32 -0.4%