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First Trust Small Cap Growth AlphaDEX Fund

176 hedge funds and large institutions have $971M invested in First Trust Small Cap Growth AlphaDEX Fund in 2026 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 68 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

51% more capital invested

Capital invested by funds: $642M → $971M (+$329M)

51% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 45

14% more funds holding

Funds holding: 155176 (+21)

2.73% more ownership

Funds ownership: 72.07%74.8% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
176
Holders Change
+21
Holders Change %
+13.55%
% of All Funds
0%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0%
New
36
Increased
68
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change

FYC Hedge Fund Activity: Q2 2026 in Review

176 institutional investors reported a position in First Trust Small Cap Growth AlphaDEX Fund (FYC) for Q2 2026, worth a combined $971M — up 51% 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 68 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $23.9M. The largest seller was Richmond Investment Services, cutting an estimated $7.88M.

  • 176 institutional investors held First Trust Small Cap Growth AlphaDEX Fund (FYC) as of Q2 2026, up from 155 in Q1 2026.
  • Funds reported $971M of First Trust Small Cap Growth AlphaDEX Fund stock for Q2 2026, up 51% 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.