First Trust Small Cap Growth AlphaDEX Fund
106 hedge funds and large institutions have $278M invested in First Trust Small Cap Growth AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 14 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 36
0.34% more ownership
Funds ownership: 69.29% → 69.63% (+0.34%)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
3% less funds holding
Funds holding: 109 → 106 (-3)
18% less capital invested
Capital invested by funds: $341M → $278M (-$62.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$6.22M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.42M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.61M |
| 4 |
EH
Equitable Holdings
New York
|
+$1.62M |
| 5 |
RIS
Richmond Investment Services
Mequon,
Wisconsin
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18.2M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$6.23M |
| 3 |
FIS
Fischer Investment Strategies
Westlake Village,
California
|
-$3.95M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.79M |
| 5 |
Goldman Sachs
New York
|
-$3.26M |
FYC Hedge Fund Activity: Q1 2025 in Review
106 of the 7,477 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Growth AlphaDEX Fund (FYC) for Q1 2025, worth a combined $278M — down 18% from $341M a quarter earlier.
Fund positioning in FYC was balanced in Q1 2025: 14 funds opened new positions, 14 closed out, 43 added to existing stakes and 36 trimmed.
The largest buyer was Stifel Financial, adding an estimated $6.22M. The largest seller was Morgan Stanley, cutting an estimated $18.2M.
- 106 institutional investors held First Trust Small Cap Growth AlphaDEX Fund (FYC) as of Q1 2025, down from 109 in Q4 2024.
- Funds reported $278M of First Trust Small Cap Growth AlphaDEX Fund stock for Q1 2025, down 18% quarter-over-quarter.
- 14 funds opened new First Trust Small Cap Growth AlphaDEX Fund positions in Q1 2025 and 14 closed out, a net change of 0 holders.
- The largest First Trust Small Cap Growth AlphaDEX Fund buyer in Q1 2025 was Stifel Financial, an estimated $6.22M added.
- The largest First Trust Small Cap Growth AlphaDEX Fund seller in Q1 2025 was Morgan Stanley, an estimated $18.2M sold.
Based on aggregated 13F filings for Q1 2025.