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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.

New
Increased
Maintained
Reduced
Closed
Holders
117
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cornerstone Wealth Management
Missouri
$295K
SF
77
Synovus Financial
Georgia
$280K
PA
78
PFG Advisors
Arizona
$275K
WE
79
Wealth Effects
Massachusetts
$259K
PB
80
Pinnacle Bancorp
Nebraska
$256K
4WM
81
49 Wealth Management
Texas
$251K
WWM
82
Wagner Wealth Management
South Carolina
$248K
GVAG
83
Great Valley Advisor Group
Delaware
$243K
PFA
84
Plotkin Financial Advisors
Maryland
$234K
SI
85
Stephens Inc
Arkansas
$234K
Mariner
86
Mariner
Kansas
$227K
KeyBank National Association
87
KeyBank National Association
Ohio
$227K
WG
88
Warner Group
Connecticut
$225K
XF
89
XML Financial
Maryland
$218K
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$211K
PTC
91
Private Trust Company
Ohio
$204K
PSF
92
Pacific Sun Financial
California
$201K
FFA
93
Founders Financial Alliance
North Carolina
$189K
AAS
94
Ameritas Advisory Services
Nebraska
$168K
CAL
95
Capital Analysts LLC
Pennsylvania
$111K
ASN
96
Advisory Services Network
Georgia
$99.6K
PWAM
97
Private Wealth Asset Management
Iowa
$98.3K
GSWM
98
Golden State Wealth Management
California
$96.6K
HBW
99
Hazlett, Burt & Watson
West Virginia
$91K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$84K