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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
WWM
51
Western Wealth Management
Colorado
$792K
GWP
52
Gateway Wealth Partners
Wisconsin
$783K
FS
53
Ferguson Shapiro
Georgia
$781K
SA
54
Sylvest Advisors
Texas
$742K
PAG
55
Private Advisor Group
New Jersey
$724K
CPA
56
Clear Point Advisors
New York
$703K
WPC
57
Wedmont Private Capital
Pennsylvania
$698K
WH
58
Willner & Heller
California
$675K
DF
59
Dunhill Financial
United Kingdom
$640K
WEG
60
World Equity Group
Illinois
$563K
PFS
61
Prospera Financial Services
Texas
$526K
BEI
62
Benjamin Edwards Inc
Missouri
$471K
NWM
63
Nova Wealth Management
Florida
$394K
SWP
64
Stratos Wealth Partners
Ohio
$388K
OIA
65
OneDigital Investment Advisors
Kansas
$386K
Baird Financial Group
66
Baird Financial Group
Wisconsin
$379K
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$364K
BAM
68
Belpointe Asset Management
Nevada
$355K
KPWS
69
Kestra Private Wealth Services
Texas
$354K
Comerica Bank
70
Comerica Bank
Texas
$344K
BCI
71
Brinker Capital Investments
Pennsylvania
$344K
ATPW
72
Ashton Thomas Private Wealth
Arizona
$325K
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$306K
WW
74
Waterfront Wealth
Kansas
$305K
CWM
75
Cornerstone Wealth Management
Missouri
$295K