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First Trust Small Cap Growth AlphaDEX Fund

105 hedge funds and large institutions have $329M invested in First Trust Small Cap Growth AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-1
Holders Change %
-0.94%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
33
Reduced
43
Closed
14
Calls
$1.83M
Puts
Net Calls
+$1.83M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$53.4M +$6.32M +79,356 +13%
Morgan Stanley
2
Morgan Stanley
New York
$38M -$435K -5,460 -1%
Wells Fargo
3
Wells Fargo
California
$25M -$4.45M -55,914 -15%
First Trust Advisors
4
First Trust Advisors
Illinois
$20.3M +$560K +7,042 +3%
Bank of America
5
Bank of America
North Carolina
$19.6M +$9.43M +118,450 +93%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$15.2M +$2.9M +36,449 +24%
EA
7
Eclectic Associates
California
$11.4M +$623K +7,824 +6%
RIS
8
Richmond Investment Services
Wisconsin
$10.8M +$5.52M +69,359 +104%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.5M +$93K +1,168 +0.9%
Raymond James Financial
10
Raymond James Financial
Florida
$10.3M -$23.1K -290 -0.2%
CIA
11
Concurrent Investment Advisors
Florida
$7.9M -$76.3K -959 -1%
NWWA
12
New Wave Wealth Advisors
Arkansas
$7.6M -$159K -2,003 -2%
IA
13
IFP Advisors
Florida
$7.24M +$299K +3,762 +4%
BAS
14
Brueske Advisory Services
Washington
$7.15M -$507K -6,371 -7%
KWM
15
Kingsview Wealth Management
Oregon
$5.91M -$121K -1,522 -2%
BFC
16
Bedel Financial Consulting
Indiana
$5.66M +$1.99K +25 +0%
Stifel Financial
17
Stifel Financial
Missouri
$5.27M -$5.42M -68,159 -51%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.9M -$1.52M -19,088 -24%
EH
19
Equitable Holdings
New York
$4.62M +$377K +4,733 +9%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$4.33M -$359K -4,505 -8%
UBS Group
21
UBS Group
Switzerland
$2.98M -$74.6K -938 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.91M +$167K +2,098 +6%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.33M -$246K -3,172 -10%
Two Sigma Investments
24
Two Sigma Investments
New York
$2.24M +$2.24M +28,100 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.16M +$449K +5,642 +26%