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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
Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.41%
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
43
Closed
14
Calls
$1.83M
Puts
Net Calls
+$1.83M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Shares
Change %
MI
26
Moneywise Inc
Virginia
$2.08M -$241K -3,033 -10%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.88M -$2M -25,125 -52%
HA
28
HFG Advisors
Ohio
$1.75M +$103K +1,289 +6%
US Bancorp
29
US Bancorp
Minnesota
$1.63M +$14.8K +186 +0.9%
HI
30
Harbour Investments
Wisconsin
$1.56M -$51.3K -645 -3%
CAC
31
Certified Advisory Corp
Florida
$1.55M +$1.55M +19,476 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.5M +$569K +7,154 +61%
AI
33
Atria Investments
North Carolina
$1.36M +$921K +11,571 +208%
OFS
34
OneAscent Financial Services
Alabama
$1.36M +$921K +11,571 +208%
KAS
35
Kestra Advisory Services
Texas
$1.31M -$53.5K -672 -4%
MIM
36
MTM Investment Management
South Carolina
$1.25M -$59.7K -750 -5%
SPIA
37
Steward Partners Investment Advisory
New York
$1.25M -$91K -1,144 -7%
MA
38
MONECO Advisors
Connecticut
$1.12M -$34.5K -434 -3%
GWM
39
Geneos Wealth Management
Colorado
$1.03M -$642K -8,072 -38%
VIPI
40
Vista Investment Partners II
Indiana
$884K +$288K +3,620 +48%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$847K +$444K +5,612 +110%
AIP
42
Ameritas Investment Partners
Nebraska
$815K +$97.1K +1,220 +14%
SEM
43
Strategic Equity Management
Arizona
$812K +$16.2K +203 +2%
PWS
44
Proactive Wealth Strategies
Georgia
$753K +$753K +9,464 New
Goldman Sachs
45
Goldman Sachs
New York
$684K -$2.3M -28,949 -77%
PAG
46
Private Advisor Group
New Jersey
$678K +$678K +8,521 New
IWN
47
Independent Wealth Network
Iowa
$650K +$14.8K +186 +2%
WWM
48
Western Wealth Management
Colorado
$647K +$25.8K +324 +4%
GWP
49
Gateway Wealth Partners
Wisconsin
$642K -$108K -1,355 -14%
SA
50
Sylvest Advisors
Texas
$627K +$45K +565 +8%