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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 %
SA
51
Sylvest Advisors
Texas
$503K +$60.6K +881 +14%
DF
52
Dunhill Financial
United Kingdom
$494K -$468K -6,809 -49%
Ameriprise
53
Ameriprise
Minnesota
$493K +$61.9K +899 +14%
WPC
54
Wedmont Private Capital
Pennsylvania
$493K +$493K +7,624 New
WH
55
Willner & Heller
California
$482K -$33.5K -487 -6%
TRCT
56
Tower Research Capital (TRC)
New York
$426K +$249K +3,625 +141%
WEG
57
World Equity Group
Illinois
$412K +$412K +5,925 New
PFS
58
Prospera Financial Services
Texas
$411K +$22.7K +330 +6%
OFS
59
OneAscent Financial Services
Alabama
$383K +$383K +5,562 New
AI
60
Atria Investments
North Carolina
$383K +$383K +5,562 New
OIA
61
OneDigital Investment Advisors
Kansas
$371K +$104K +1,505 +39%
GSWM
62
Golden State Wealth Management
California
$369K +$369K +5,357 New
Jones Financial Companies
63
Jones Financial Companies
Missouri
$354K +$114K +1,645 +48%
Citadel Advisors
64
Citadel Advisors
Florida
$347K -$1.55M -22,533 -82%
IWM
65
IHT Wealth Management
Illinois
$323K – – –
NA
66
NewEdge Advisors
Louisiana
$302K -$2.06K -30 -0.7%
Truist Financial
67
Truist Financial
North Carolina
$275K +$26.7K +388 +11%
FAIM
68
Financial Advocates Investment Management
Washington
$273K +$28.6K +416 +12%
BAM
69
Belpointe Asset Management
Nevada
$269K -$6.88K -100 -2%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$263K -$136K -1,973 -34%
AWS
71
Atria Wealth Solutions
New York
$262K +$48.6K +706 +23%
KPWS
72
Kestra Private Wealth Services
Texas
$260K – – –
TA
73
TKG Advisors
Indiana
$256K +$1.31K +19 +0.5%
Comerica Bank
74
Comerica Bank
Texas
$256K +$20.4K +296 +9%
CIS
75
Custom Index Systems
New York
$252K +$252K +3,656 New
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3
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