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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

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
105
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
$1.83M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
76
49 Wealth Management
Texas
$242K
ATPW
77
Ashton Thomas Private Wealth
Arizona
$238K
PB
78
Pinnacle Bancorp
Nebraska
$225K
WWM
79
Wagner Wealth Management
South Carolina
$218K
GVAG
80
Great Valley Advisor Group
Delaware
$211K
PFA
81
Plotkin Financial Advisors
Maryland
$206K
Creative Planning
82
Creative Planning
Kansas
$202K
Baird Financial Group
83
Baird Financial Group
Wisconsin
$201K
PTC
84
Private Trust Company
Ohio
$179K
AAS
85
Ameritas Advisory Services
Nebraska
$147K
GSWM
86
Golden State Wealth Management
California
$142K
PWAM
87
Private Wealth Asset Management
Iowa
$86.3K
KFI
88
Key Financial Inc
Pennsylvania
$82.5K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$74K
TPWA
90
Twin Peaks Wealth Advisors
California
$68.3K
T
91
Tidemark
California
$47.6K
CAL
92
Capital Analysts LLC
Pennsylvania
$47K
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$38.5K
GRP
94
Global Retirement Partners
California
$38.3K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$37.1K
PS
96
Principal Securities
Iowa
$21.6K
NS
97
NBC Securities
Alabama
$19K
CHC
98
City Holding Co
West Virginia
$16.8K
CA
99
CoreCap Advisors
Michigan
$10.7K
HNB
100
Hilltop National Bank
Wyoming
$7.8K