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First Trust Small Cap Growth AlphaDEX Fund

137 hedge funds and large institutions have $530M invested in First Trust Small Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
ARC
76
Advisor Resource Council
Texas
$472K
BEI
77
Benjamin Edwards Inc
Missouri
$435K
EWM
78
Echo Wealth Management
Minnesota
$431K
BCI
79
Brinker Capital Investments
Pennsylvania
$402K
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$399K
WW
81
Waterfront Wealth
Kansas
$384K
BAM
82
Belpointe Asset Management
Nevada
$376K
ATPW
83
Ashton Thomas Private Wealth
Arizona
$375K
KPWS
84
Kestra Private Wealth Services
Texas
$374K
RIA
85
Rhodes Investment Advisors
Texas
$347K
MA
86
Mutual Advisors
Nebraska
$331K
OIA
87
OneDigital Investment Advisors
Kansas
$329K
SI
88
Stephens Inc
Arkansas
$321K
BPFA
89
Barnes Pettey Financial Advisors
Mississippi
$319K
FEM
90
Fulcrum Equity Management
Texas
$315K
CWM
91
Cornerstone Wealth Management
Missouri
$309K
PA
92
PFG Advisors
Arizona
$305K
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$278K
PB
94
Pinnacle Bancorp
Nebraska
$272K
Mariner
95
Mariner
Kansas
$272K
WWMSC
96
Wagner Wealth Management (South Carolina)
South Carolina
$261K
PTC
97
Private Trust Company
Ohio
$251K
GVAG
98
Great Valley Advisor Group
Delaware
$249K
PFA
99
Plotkin Financial Advisors
Maryland
$248K
WE
100
Wealth Effects
Massachusetts
$245K