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First Trust Small Cap Growth AlphaDEX Fund

152 hedge funds and large institutions have $637M invested in First Trust Small Cap Growth AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
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
Mariner
101
Mariner
Kansas
$295K
BWM
102
BAM Wealth Management
Colorado
$284K
PB
103
Pinnacle Bancorp
Nebraska
$274K
WWMSC
104
Wagner Wealth Management (South Carolina)
South Carolina
$264K
Ameriprise
105
Ameriprise
Minnesota
$261K
FPGK
106
Financial Partners Group (Kansas)
Kansas
$256K
AWA
107
Arkadios Wealth Advisors
Georgia
$253K
GVAG
108
Great Valley Advisor Group
Delaware
$251K
PFA
109
Plotkin Financial Advisors
Maryland
$250K
WE
110
Wealth Effects
Massachusetts
$248K
KeyBank National Association
111
KeyBank National Association
Ohio
$242K
CAL
112
Capital Analysts LLC
Pennsylvania
$236K
CW
113
CreativeOne Wealth
Kansas
$235K
AAS
114
Ameritas Advisory Services
Nebraska
$234K
XF
115
XML Financial
Maryland
$233K
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$230K
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$223K
IWM
118
IHT Wealth Management
Illinois
$221K
PSF
119
Pacific Sun Financial
California
$215K
FHC
120
First Heartland Consultants
Missouri
$212K
ARC
121
Advisor Resource Council
Texas
$210K
ASN
122
Advisory Services Network
Georgia
$206K
FFA
123
Founders Financial Alliance
North Carolina
$202K
SIS
124
Sound Income Strategies
Florida
$190K
HBW
125
Hazlett, Burt & Watson
West Virginia
$159K