First Trust Small Cap Growth AlphaDEX Fund
107 hedge funds and large institutions have $330M invested in First Trust Small Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 14 closing their positions.
31% more capital inflows, than outflows
Capital inflows: $34.7M | Capital outflows: $26.5M
1.28% more ownership
Funds ownership: 69.64% → 70.92% (+1.3%)
1% less funds holding
Funds holding: 108 → 107 (-1)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
15% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 41
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.51M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.7M |
| 3 |
RIS
Richmond Investment Services
Mequon,
Wisconsin
|
+$4.98M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.62M |
| 5 |
Two Sigma Investments
New York
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$4.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.02M |
| 3 |
Marshall Investment Management
Littleton,
Colorado
|
-$2.44M |
| 4 |
Goldman Sachs
New York
|
-$2.08M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.8M |
FYC Hedge Fund Activity: Q2 2025 in Review
107 of the 7,628 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Growth AlphaDEX Fund (FYC) for Q2 2025, worth a combined $330M — up 19% from $278M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FYC and 13 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 35 added.
The largest buyer was Bank of America, adding an estimated $8.51M. The largest seller was Stifel Financial, cutting an estimated $4.9M.
- 107 institutional investors held First Trust Small Cap Growth AlphaDEX Fund (FYC) as of Q2 2025, down from 108 in Q1 2025.
- Funds reported $330M of First Trust Small Cap Growth AlphaDEX Fund stock for Q2 2025, up 19% quarter-over-quarter.
- 13 funds opened new First Trust Small Cap Growth AlphaDEX Fund positions in Q2 2025 and 14 closed out, a net change of -1 holder.
- The largest First Trust Small Cap Growth AlphaDEX Fund buyer in Q2 2025 was Bank of America, an estimated $8.51M added.
- The largest First Trust Small Cap Growth AlphaDEX Fund seller in Q2 2025 was Stifel Financial, an estimated $4.9M sold.
Based on aggregated 13F filings for Q2 2025.