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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 %
CPA
51
Clear Point Advisors
New York
$625K -$2.55K -32 -0.4%
WPC
52
Wedmont Private Capital
Pennsylvania
$615K
OC
53
Oppenheimer & Co
New York
$587K +$587K +7,376 New
WH
54
Willner & Heller
California
$585K +$27.2K +342 +5%
DF
55
Dunhill Financial
United Kingdom
$563K -$7.96K -100 -1%
MML Investors Services
56
MML Investors Services
Massachusetts
$552K -$76.8K -964 -12%
WEG
57
World Equity Group
Illinois
$506K +$34.2K +430 +7%
PFS
58
Prospera Financial Services
Texas
$460K -$15.5K -195 -3%
BEI
59
Benjamin Edwards Inc
Missouri
$451K -$1.21M -15,155 -73%
Truist Financial
60
Truist Financial
North Carolina
$412K +$94.2K +1,184 +30%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$406K +$337K +4,231 +485%
TRCT
62
Tower Research Capital (TRC)
New York
$379K -$113K -1,425 -23%
IWM
63
IHT Wealth Management
Illinois
$374K
AWS
64
Atria Wealth Solutions
New York
$335K +$32.6K +409 +11%
OIA
65
OneDigital Investment Advisors
Kansas
$334K -$94.5K -1,187 -22%
SWP
66
Stratos Wealth Partners
Ohio
$334K +$84.4K +1,060 +34%
Comerica Bank
67
Comerica Bank
Texas
$321K +$24.3K +305 +8%
NA
68
NewEdge Advisors
Louisiana
$318K -$31.4K -395 -9%
BAM
69
Belpointe Asset Management
Nevada
$312K
CIS
70
Custom Index Systems
New York
$286K -$4.46K -56 -2%
FAIM
71
Financial Advocates Investment Management
Washington
$280K -$35.4K -445 -11%
KPWS
72
Kestra Private Wealth Services
Texas
$267K -$33.8K -425 -11%
SF
73
Synovus Financial
Georgia
$262K +$262K +3,286 New
WW
74
Waterfront Wealth
Kansas
$260K
CWM
75
Cornerstone Wealth Management
Missouri
$258K