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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

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
HBW
126
Hazlett, Burt & Watson
West Virginia
$159K
KFAS
127
Keating Financial Advisory Services
Kansas
$149K
PWAM
128
Private Wealth Asset Management
Iowa
$105K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$101K -$6.57K -66 -6%
JP Morgan Chase
130
JP Morgan Chase
New York
$76.7K +$37.9K +381 +86%
KFI
131
Key Financial Inc
Pennsylvania
$76.1K
NA
132
NewEdge Advisors
Louisiana
$68.6K -$20.7K -208 -23%
William Blair & Company
133
William Blair & Company
Illinois
$67.9K +$37.4K +375 +115%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$62.4K +$5.88K +59 +10%
FFA
135
Farther Finance Advisors
California
$56.9K +$55.6K +558 +2,536%
T
136
Tidemark
California
$52.2K +$53.6K +538 New
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$49.3K
CA
138
CoreCap Advisors
Michigan
$47.4K -$49.4K -496 -50%
GSWM
139
Golden State Wealth Management
California
$31.3K
GJIA
140
Glass Jacobson Investment Advisors
Maryland
$25K
TSMHT
141
Thurston Springer Miller Herd & Titak
Indiana
$23.2K
CHC
142
City Holding Co
West Virginia
$20.5K
TPWA
143
Twin Peaks Wealth Advisors
California
$18.8K +$19.3K +194 New
CFD
144
Creative Financial Designs
Indiana
$18.6K +$19.1K +192 New
CT
145
Colonial Trust
South Carolina
$18.2K +$19.5K +196 New
AIC
146
Archer Investment Corporation
Indiana
$17.9K +$16.4K +165 +825%
BDPWM
147
Barnes Dennig Private Wealth Management
Ohio
$15.6K
Russell Investments Group
148
Russell Investments Group
United Kingdom
$12.6K
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$12.4K +$12.7K +128 New
TFA
150
Transamerica Financial Advisors
Florida
$6.6K -$2.39K -24 -26%