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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 %
4WM
76
49 Wealth Management
Texas
$242K -$25.7K -323 -10%
ATPW
77
Ashton Thomas Private Wealth
Arizona
$238K -$1.45M -18,252 -86%
PB
78
Pinnacle Bancorp
Nebraska
$225K
WWM
79
Wagner Wealth Management
South Carolina
$218K -$21.2K -266 -9%
GVAG
80
Great Valley Advisor Group
Delaware
$211K -$29.3K -368 -12%
PFA
81
Plotkin Financial Advisors
Maryland
$206K +$206K +2,583 New
Creative Planning
82
Creative Planning
Kansas
$202K +$202K +2,532 New
Baird Financial Group
83
Baird Financial Group
Wisconsin
$201K -$103K -1,292 -34%
PTC
84
Private Trust Company
Ohio
$179K +$30.6K +384 +21%
AAS
85
Ameritas Advisory Services
Nebraska
$147K +$147K +1,848 New
GSWM
86
Golden State Wealth Management
California
$142K -$284K -3,567 -67%
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 -$2.4K -30 -3%
TPWA
90
Twin Peaks Wealth Advisors
California
$68.3K +$68.3K +818 New
T
91
Tidemark
California
$47.6K -$9.62K -121 -17%
CAL
92
Capital Analysts LLC
Pennsylvania
$47K
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$38.5K +$1.35K +17 +4%
GRP
94
Global Retirement Partners
California
$38.3K +$38.3K +481 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$37.1K -$107K -1,339 -74%
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 +$7.8K +98 New