First Trust Small Cap Growth AlphaDEX Fund
117 hedge funds and large institutions have $419M 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, 26 reducing their positions, and 11 closing their positions.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
81% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 26
27% more capital invested
Capital invested by funds: $330M → $419M (+$88.4M)
11% more funds holding
Funds holding: 105 → 117 (+12)
2.36% more ownership
Funds ownership: 70.91% → 73.27% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$16.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$13.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.15M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$5.36M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$4.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.3M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$3.85M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.67M |
| 5 |
Two Sigma Investments
New York
|
-$2.24M |
FYC Hedge Fund Activity: Q3 2025 in Review
117 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Growth AlphaDEX Fund (FYC) for Q3 2025, worth a combined $419M — up 27% from $330M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FYC positions and 11 closed out — a net gain of 13 holders — while 47 added to existing stakes and 26 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $16.4M. The largest seller was Morgan Stanley, cutting an estimated $19M.
- 117 institutional investors held First Trust Small Cap Growth AlphaDEX Fund (FYC) as of Q3 2025, up from 105 in Q2 2025.
- Funds reported $419M of First Trust Small Cap Growth AlphaDEX Fund stock for Q3 2025, up 27% quarter-over-quarter.
- 24 funds opened new First Trust Small Cap Growth AlphaDEX Fund positions in Q3 2025 and 11 closed out, a net change of +13 holders.
- The largest First Trust Small Cap Growth AlphaDEX Fund buyer in Q3 2025 was Raymond James Financial, an estimated $16.4M added.
- The largest First Trust Small Cap Growth AlphaDEX Fund seller in Q3 2025 was Morgan Stanley, an estimated $19M sold.
Based on aggregated 13F filings for Q3 2025.