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First Trust Small Cap Growth AlphaDEX Fund

136 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 28 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
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
XF
101
XML Financial
Maryland
$231K
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$221K
PSF
103
Pacific Sun Financial
California
$213K
IWM
104
IHT Wealth Management
Illinois
$211K
ACA
105
Aptus Capital Advisors
Alabama
$205K
ASN
106
Advisory Services Network
Georgia
$202K
SIS
107
Sound Income Strategies
Florida
$197K
HBW
108
Hazlett, Burt & Watson
West Virginia
$158K
KFAS
109
Keating Financial Advisory Services
Kansas
$148K
GRP
110
Global Retirement Partners
California
$114K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$106K
PWAM
112
Private Wealth Asset Management
Iowa
$104K
CA
113
CoreCap Advisors
Michigan
$94.7K
NA
114
NewEdge Advisors
Louisiana
$88K
CAL
115
Capital Analysts LLC
Pennsylvania
$82K
KFI
116
Key Financial Inc
Pennsylvania
$75.5K
Fidelity Investments
117
Fidelity Investments
Massachusetts
$56.2K
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$48.8K
JP Morgan Chase
119
JP Morgan Chase
New York
$42.7K
William Blair & Company
120
William Blair & Company
Illinois
$31.2K
GSWM
121
Golden State Wealth Management
California
$31K
GJIA
122
Glass Jacobson Investment Advisors
Maryland
$24.8K
TSMHT
123
Thurston Springer Miller Herd & Titak
Indiana
$23K
CHC
124
City Holding Co
West Virginia
$20.3K
BDPWM
125
Barnes Dennig Private Wealth Management
Ohio
$15.5K