FYC icon

First Trust Small Cap Growth AlphaDEX Fund
FYC

Overview Fund Activity

106 hedge funds and large institutions have $279M invested in First Trust Small Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
14
Increased
43
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$5.66M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.11M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.38M
4
EH
Equitable Holdings
New York
+$1.48M
5
RIS
Richmond Investment Services
Wisconsin
+$1.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$16.6M
2
IAA
Independent Advisor Alliance
North Carolina
-$6.23M
3
FIS
Fischer Investment Strategies
California
-$3.95M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.45M
5
Goldman Sachs
Goldman Sachs
New York
-$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.28M +$310K +4,500 +16%
MI
27
Moneywise Inc
Virginia
$2.01M -$161K -2,340 -7%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.48M +$488K +7,094 +49%
ATPW
29
Ashton Thomas Private Wealth
Arizona
$1.46M +$1.08M +15,743 +286%
GWM
30
Geneos Wealth Management
Colorado
$1.45M +$886K +12,876 +158%
BEI
31
Benjamin Edwards Inc
Missouri
$1.43M -$1.63M -23,623 -53%
HA
32
HFG Advisors
Ohio
$1.42M +$26.1K +380 +2%
US Bancorp
33
US Bancorp
Minnesota
$1.4M -$86.8K -1,259 -6%
HI
34
Harbour Investments
Wisconsin
$1.39M +$1.12M +16,350 +417%
KAS
35
Kestra Advisory Services
Texas
$1.18M +$9.77K +142 +0.8%
SPIA
36
Steward Partners Investment Advisory
New York
$1.16M -$275 -4 -0%
MIM
37
MTM Investment Management
South Carolina
$1.14M -$15.9K -230 -1%
MA
38
MONECO Advisors
Connecticut
$997K -$89.6K -1,303 -8%
GSC
39
G&S Capital
Colorado
$983K +$19.8K +288 +2%
Jane Street
40
Jane Street
New York
$972K -$1.56M -22,728 -62%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$802K +$317K +4,610 +65%
SEM
42
Strategic Equity Management
Arizona
$688K -$85.7K -1,245 -11%
GWP
43
Gateway Wealth Partners
Wisconsin
$648K -$8.26K -120 -1%
AIP
44
Ameritas Investment Partners
Nebraska
$621K +$621K +9,025 New
NP
45
Nilsine Partners
Colorado
$579K +$52.6K +765 +10%
IWN
46
Independent Wealth Network
Iowa
$549K +$22.2K +322 +4%
MML Investors Services
47
MML Investors Services
Massachusetts
$543K +$31.8K +463 +6%
CPA
48
Clear Point Advisors
New York
$543K -$38.4K -558 -7%
WWM
49
Western Wealth Management
Colorado
$537K +$1.58K +23 +0.3%
VIPI
50
Vista Investment Partners II
Indiana
$516K +$516K +7,494 New
1
2
3 4 5