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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
Holders
154
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
PTC
101
Private Trust Company
Ohio
$303K
Mariner
102
Mariner
Kansas
$295K
BWM
103
BAM Wealth Management
Colorado
$284K
PB
104
Pinnacle Bancorp
Nebraska
$274K
WWMSC
105
Wagner Wealth Management (South Carolina)
South Carolina
$264K
Ameriprise
106
Ameriprise
Minnesota
$261K
FPGK
107
Financial Partners Group (Kansas)
Kansas
$256K
AWA
108
Arkadios Wealth Advisors
Georgia
$253K
GVAG
109
Great Valley Advisor Group
Delaware
$251K
PFA
110
Plotkin Financial Advisors
Maryland
$250K
WE
111
Wealth Effects
Massachusetts
$248K
KeyBank National Association
112
KeyBank National Association
Ohio
$242K
CAL
113
Capital Analysts LLC
Pennsylvania
$236K
CW
114
CreativeOne Wealth
Kansas
$235K
AAS
115
Ameritas Advisory Services
Nebraska
$234K
XF
116
XML Financial
Maryland
$233K
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$230K
OSAM
118
O'Shaughnessy Asset Management
Connecticut
$223K
IWM
119
IHT Wealth Management
Illinois
$221K
PSF
120
Pacific Sun Financial
California
$215K
FHC
121
First Heartland Consultants
Missouri
$212K
ARC
122
Advisor Resource Council
Texas
$210K
ASN
123
Advisory Services Network
Georgia
$206K
FFA
124
Founders Financial Alliance
North Carolina
$202K
SIS
125
Sound Income Strategies
Florida
$190K