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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
KFAS
126
Keating Financial Advisory Services
Kansas
$149K
PWAM
127
Private Wealth Asset Management
Iowa
$105K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$101K
JP Morgan Chase
129
JP Morgan Chase
New York
$76.7K
KFI
130
Key Financial Inc
Pennsylvania
$76.1K
William Blair & Company
131
William Blair & Company
Illinois
$67.9K
Fidelity Investments
132
Fidelity Investments
Massachusetts
$62.4K
FFA
133
Farther Finance Advisors
California
$56.9K
T
134
Tidemark
California
$52.2K
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$49.3K
CA
136
CoreCap Advisors
Michigan
$47.4K
GSWM
137
Golden State Wealth Management
California
$31.3K
GJIA
138
Glass Jacobson Investment Advisors
Maryland
$25K
TSMHT
139
Thurston Springer Miller Herd & Titak
Indiana
$23.2K
CHC
140
City Holding Co
West Virginia
$20.5K
TPWA
141
Twin Peaks Wealth Advisors
California
$18.8K
CFD
142
Creative Financial Designs
Indiana
$18.6K
CT
143
Colonial Trust
South Carolina
$18.2K
AIC
144
Archer Investment Corporation
Indiana
$17.9K
BDPWM
145
Barnes Dennig Private Wealth Management
Ohio
$15.6K
Russell Investments Group
146
Russell Investments Group
United Kingdom
$12.6K
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$12.4K
TFA
148
Transamerica Financial Advisors
Florida
$6.6K
Citigroup
149
Citigroup
New York
$6.3K
AAP
150
Arax Advisory Partners
Colorado
$4.3K