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First Trust Small Cap Growth AlphaDEX Fund

136 hedge funds and large institutions have $530M invested in First Trust Small Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$4.16M
GSWM
27
Greenup Street Wealth Management
Michigan
$3.89M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.75M
Jane Street
29
Jane Street
New York
$3.38M
PFS
30
Paller Financial Services
Colorado
$3.13M
Jones Financial Companies
31
Jones Financial Companies
Missouri
$2.84M
VIPI
32
Vista Investment Partners II
Indiana
$2.5M
PAG
33
Private Advisor Group
New Jersey
$2.49M
PWM
34
Pursuit Wealth Management
Florida
$2.31M
SL
35
StoryOne LLC
Kansas
$2.28M
HA
36
HFG Advisors
Ohio
$2.19M
HI
37
Harbour Investments
Wisconsin
$2.02M
SPIA
38
Steward Partners Investment Advisory
New York
$1.98M
Stifel Financial
39
Stifel Financial
Missouri
$1.97M
US Bancorp
40
US Bancorp
Minnesota
$1.96M
CAC
41
Certified Advisory Corp
Florida
$1.84M
Baird Financial Group
42
Baird Financial Group
Wisconsin
$1.75M
KAS
43
Kestra Advisory Services
Texas
$1.7M
FFS
44
Founders Financial Securities
Maryland
$1.69M
EAM
45
Empirical Asset Management
Massachusetts
$1.6M
MIM
46
MTM Investment Management
South Carolina
$1.51M
GWM
47
Geneos Wealth Management
Colorado
$1.39M
P
48
&Partners
Tennessee
$1.37M
MA
49
MONECO Advisors
Connecticut
$1.32M
Truist Financial
50
Truist Financial
North Carolina
$1.31M