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First Trust Small Cap Growth AlphaDEX Fund

154 hedge funds and large institutions have $641M invested in First Trust Small Cap Growth AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

152% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 27

20% more capital invested

Capital invested by funds: $534M → $641M (+$107M)

12% more funds holding

Funds holding: 138154 (+16)

0.16% more ownership

Funds ownership: 71.88%72.04% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
154
Holders Change
+16
Holders Change %
+11.59%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
68
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$657K +$29.3K +294 +5%
SWA
77
Stratos Wealth Advisors
Ohio
$656K +$674K +6,766 New
Jane Street
78
Jane Street
New York
$641K -$2.84M -28,541 -81%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$596K +$612K +6,147 New
IAA
80
Independent Advisor Alliance
North Carolina
$589K +$605K +6,077 New
WEG
81
World Equity Group
Illinois
$579K -$18.8K -189 -3%
RIA
82
Rhodes Investment Advisors
Texas
$533K +$187K +1,880 +52%
BEI
83
Benjamin Edwards Inc
Missouri
$511K +$74.1K +744 +17%
IWN
84
Independent Wealth Network
Iowa
$475K -$443K -4,446 -48%
PFS
85
Prospera Financial Services
Texas
$467K -$10.4K -104 -2%
Millennium Management
86
Millennium Management
New York
$459K +$471K +4,733 New
BPFA
87
Barnes Pettey Financial Advisors
Mississippi
$447K +$129K +1,297 +39%
VIPI
88
Vista Investment Partners II
Indiana
$441K -$2.13M -21,410 -82%
BAM
89
Belpointe Asset Management
Nevada
$397K +$17.3K +174 +4%
LA
90
LexAurum Advisors
Kansas
$387K +$397K +3,987 New
SI
91
Stephens Inc
Arkansas
$383K +$60.3K +605 +18%
SFGM
92
Stonebridge Financial Group (Missouri)
Missouri
$372K +$382K +3,840 New
WW
93
Waterfront Wealth
Kansas
$364K
OIA
94
OneDigital Investment Advisors
Kansas
$364K +$32.5K +326 +10%
KPWS
95
Kestra Private Wealth Services
Texas
$348K -$29.9K -300 -8%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$341K -$64.1K -644 -15%
TGAM
97
TBH Global Asset Management
Tennessee
$336K +$345K +3,468 New
EWM
98
Echo Wealth Management
Minnesota
$334K -$104K -1,049 -23%
PA
99
PFG Advisors
Arizona
$324K +$16.8K +169 +5%
CWM
100
Cornerstone Wealth Management
Missouri
$311K