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First Trust Small Cap Growth AlphaDEX Fund

116 hedge funds and large institutions have $410M invested in First Trust Small Cap Growth AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.99M
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.67M
US Bancorp
28
US Bancorp
Minnesota
$2.5M
MI
29
Moneywise Inc
Virginia
$2.33M
HA
30
HFG Advisors
Ohio
$2.02M
Stifel Financial
31
Stifel Financial
Missouri
$1.87M
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.84M
HI
33
Harbour Investments
Wisconsin
$1.77M
CAC
34
Certified Advisory Corp
Florida
$1.77M
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.76M
SPIA
36
Steward Partners Investment Advisory
New York
$1.64M
KAS
37
Kestra Advisory Services
Texas
$1.62M
VIPI
38
Vista Investment Partners II
Indiana
$1.6M
CIS
39
Custom Index Systems
New York
$1.48M
Jones Financial Companies
40
Jones Financial Companies
Missouri
$1.48M
MIM
41
MTM Investment Management
South Carolina
$1.43M
GWM
42
Geneos Wealth Management
Colorado
$1.26M
MA
43
MONECO Advisors
Connecticut
$1.26M
AIP
44
Ameritas Investment Partners
Nebraska
$943K
OC
45
Oppenheimer & Co
New York
$921K
EAM
46
Empirical Asset Management
Massachusetts
$920K
SEM
47
Strategic Equity Management
Arizona
$920K
Truist Financial
48
Truist Financial
North Carolina
$893K
PWS
49
Proactive Wealth Strategies
Georgia
$875K
IWN
50
Independent Wealth Network
Iowa
$841K