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First Trust Small Cap Growth AlphaDEX Fund
138 hedge funds and large institutions have $534M invested in First Trust Small Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 30 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
275% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 8
100% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 30
28% more capital invested
Capital invested by funds: $419M → $534M (+$116M)
18% more funds holding
Funds holding: 117 → 138 (+21)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.39% less ownership
Funds ownership: 73.27% → 71.88% (-1.4%)
Holders
138
Holders Change
+21
Holders Change %
+17.95%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
60
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$33.6M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$10.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.68M |
| 4 |
Morgan Stanley
New York
|
+$3.91M |
| 5 |
GSWM
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
+$3.82M |
