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First Trust Small Cap Growth AlphaDEX Fund

154 hedge funds and large institutions have $641M invested in First Trust Small Cap Growth AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

152% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 27

20% more capital invested

Capital invested by funds: $534M → $641M (+$107M)

12% more funds holding

Funds holding: 138154 (+16)

0.16% more ownership

Funds ownership: 71.88%72.04% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
154
Holders Change
+16
Holders Change %
+11.59%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
68
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$5.15M +$802K +8,048 +18%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$4.84M +$2.16M +21,665 +73%
IWC
28
Integrated Wealth Concepts
Massachusetts
$4.8M +$177K +1,773 +4%
FMI
29
Financial Management Inc
Arkansas
$4.66M +$153K +1,541 +3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.47M +$709K +7,121 +18%
KWM
31
Kingsview Wealth Management
Oregon
$4.22M -$104K -1,042 -2%
GSWM
32
Greenup Street Wealth Management
Michigan
$3.93M +$1.1K +11 +0%
SPIA
33
Steward Partners Investment Advisory
New York
$3.62M +$1.66M +16,686 +81%
P
34
&Partners
Tennessee
$3.48M +$2.16M +21,670 +152%
PFS
35
Paller Financial Services
Colorado
$3.08M -$76.7K -770 -2%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.66M +$2.74M +27,465 New
PAG
37
Private Advisor Group
New Jersey
$2.63M +$115K +1,155 +4%
HI
38
Harbour Investments
Wisconsin
$2.49M +$470K +4,714 +22%
SL
39
StoryOne LLC
Kansas
$2.25M
HA
40
HFG Advisors
Ohio
$2.24M +$29.6K +297 +1%
PWS
41
Proactive Wealth Strategies
Georgia
$2.12M +$1.09M +10,904 +100%
GWM
42
Geneos Wealth Management
Colorado
$1.99M +$603K +6,054 +42%
KAS
43
Kestra Advisory Services
Texas
$1.95M +$241K +2,422 +14%
CAC
44
Certified Advisory Corp
Florida
$1.9M +$44.1K +443 +2%
WG
45
Warner Group
Connecticut
$1.85M +$733K +7,363 +63%
AIP
46
Ameritas Investment Partners
Nebraska
$1.81M +$799K +8,025 +76%
GWP
47
Gateway Wealth Partners
Wisconsin
$1.74M +$918K +9,218 +105%
Truist Financial
48
Truist Financial
North Carolina
$1.67M +$357K +3,585 +26%
US Bancorp
49
US Bancorp
Minnesota
$1.55M -$438K -4,399 -22%
MIM
50
MTM Investment Management
South Carolina
$1.53M