FYC icon

First Trust Small Cap Growth AlphaDEX Fund

104 hedge funds and large institutions have $327M 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, 42 reducing their positions, and 14 closing their positions.

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.4%
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
42
Closed
14
Calls
$1.83M
Puts
Net Calls
+$1.83M
Net Calls Change
+$1.83M
Name Market Value Shares Shares
Change
Shares
Change %
ATPW
76
Ashton Thomas Private Wealth
Arizona
$238K 2,991 -18,252 -86%
PB
77
Pinnacle Bancorp
Nebraska
$225K 2,826
WWM
78
Wagner Wealth Management
South Carolina
$218K 2,737 -266 -9%
GVAG
79
Great Valley Advisor Group
Delaware
$211K 2,645 -368 -12%
PFA
80
Plotkin Financial Advisors
Maryland
$206K 2,583 +2,583 New
Creative Planning
81
Creative Planning
Kansas
$202K 2,532 +2,532 New
Baird Financial Group
82
Baird Financial Group
Wisconsin
$201K 2,532 -1,292 -34%
PTC
83
Private Trust Company
Ohio
$179K 2,244 +384 +21%
AAS
84
Ameritas Advisory Services
Nebraska
$147K 1,848 +1,848 New
GSWM
85
Golden State Wealth Management
California
$142K 1,790 -3,567 -67%
PWAM
86
Private Wealth Asset Management
Iowa
$86.3K 1,084
KFI
87
Key Financial Inc
Pennsylvania
$82.5K 1,037
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$74K 924 -30 -3%
TPWA
89
Twin Peaks Wealth Advisors
California
$68.3K 818 +818 New
T
90
Tidemark
California
$47.6K 598 -121 -17%
CAL
91
Capital Analysts LLC
Pennsylvania
$47K 590
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$38.5K 484 +17 +4%
GRP
93
Global Retirement Partners
California
$38.3K 481 +481 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$37.1K 466 -1,339 -74%
PS
95
Principal Securities
Iowa
$21.6K 271
NS
96
NBC Securities
Alabama
$19K 250
CHC
97
City Holding Co
West Virginia
$16.8K 211
CA
98
CoreCap Advisors
Michigan
$10.7K 135
HNB
99
Hilltop National Bank
Wyoming
$7.8K 98 +98 New
FLFS
100
Family Legacy Financial Solutions
North Carolina
$7.37K 92 +92 New