First Trust Small Cap Growth AlphaDEX Fund
177 hedge funds and large institutions have $965M invested in First Trust Small Cap Growth AlphaDEX Fund in 2026 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 14 closing their positions.
157% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 14
50% more capital invested
Capital invested by funds: $642M → $965M (+$323M)
46% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 46
13% more funds holding
Funds holding: 156 → 177 (+21)
2.28% more ownership
Funds ownership: 72.08% → 74.36% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.2M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$11.9M |
| 4 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$8.52M |
| 5 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$8.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIS
Richmond Investment Services
Mequon,
Wisconsin
|
-$7.88M |
| 2 |
Two Sigma Investments
New York
|
-$6.57M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.23M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.03M |
| 5 |
Goldman Sachs
New York
|
-$1.46M |
FYC Hedge Fund Activity: Q2 2026 in Review
177 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Growth AlphaDEX Fund (FYC) for Q2 2026, worth a combined $965M — up 50% from $642M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new FYC positions and 14 closed out — a net gain of 22 holders — while 67 added to existing stakes and 46 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.9M. The largest seller was Richmond Investment Services, cutting an estimated $7.88M.
- 177 institutional investors held First Trust Small Cap Growth AlphaDEX Fund (FYC) as of Q2 2026, up from 156 in Q1 2026.
- Funds reported $965M of First Trust Small Cap Growth AlphaDEX Fund stock for Q2 2026, up 50% quarter-over-quarter.
- 36 funds opened new First Trust Small Cap Growth AlphaDEX Fund positions in Q2 2026 and 14 closed out, a net change of +22 holders.
- The largest First Trust Small Cap Growth AlphaDEX Fund buyer in Q2 2026 was Morgan Stanley, an estimated $23.9M added.
- The largest First Trust Small Cap Growth AlphaDEX Fund seller in Q2 2026 was Richmond Investment Services, an estimated $7.88M sold.
Based on aggregated 13F filings for Q2 2026.