We are live on ! Find out more
FYC icon

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
PTC
101
Private Trust Company
Ohio
$303K +$51K +512 +20%
Mariner
102
Mariner
Kansas
$295K +$21.9K +220 +8%
BWM
103
BAM Wealth Management
Colorado
$284K +$292K +2,932 New
PB
104
Pinnacle Bancorp
Nebraska
$274K
WWMSC
105
Wagner Wealth Management (South Carolina)
South Carolina
$264K
Ameriprise
106
Ameriprise
Minnesota
$261K +$268K +2,694 New
FPGK
107
Financial Partners Group (Kansas)
Kansas
$256K +$263K +2,642 New
AWA
108
Arkadios Wealth Advisors
Georgia
$253K +$260K +2,610 New
GVAG
109
Great Valley Advisor Group
Delaware
$251K -$498 -5 -0.2%
PFA
110
Plotkin Financial Advisors
Maryland
$250K
WE
111
Wealth Effects
Massachusetts
$248K +$996 +10 +0.4%
KeyBank National Association
112
KeyBank National Association
Ohio
$242K
CAL
113
Capital Analysts LLC
Pennsylvania
$236K +$157K +1,572 +184%
CW
114
CreativeOne Wealth
Kansas
$235K +$241K +2,420 New
AAS
115
Ameritas Advisory Services
Nebraska
$234K +$240K +2,411 New
XF
116
XML Financial
Maryland
$233K
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$230K +$236K +2,368 New
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$223K
IWM
119
IHT Wealth Management
Illinois
$221K +$7.47K +75 +3%
PSF
120
Pacific Sun Financial
California
$215K
FHC
121
First Heartland Consultants
Missouri
$212K +$218K +2,188 New
ARC
122
Advisor Resource Council
Texas
$210K -$249K -2,500 -54%
ASN
123
Advisory Services Network
Georgia
$206K +$2.39K +24 +1%
FFA
124
Founders Financial Alliance
North Carolina
$202K +$207K +2,080 New
SIS
125
Sound Income Strategies
Florida
$190K -$199 -2 -0.1%