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First Trust Small Cap Value AlphaDEX Fund

67 hedge funds and large institutions have $109M invested in First Trust Small Cap Value AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$10.9M
2 +$3.69M
3 +$3.66M
4
NL
NWAM LLC
Washington
+$1.24M
5
Two Sigma Investments
Two Sigma Investments
New York
+$953K

Top Sellers

1 -$13.1M
2 -$13.1M
3 -$2M
4
US Bancorp
US Bancorp
Minnesota
-$1.92M
5
Morgan Stanley
Morgan Stanley
New York
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$471K
Baird Financial Group
27
Baird Financial Group
Wisconsin
$412K
PAG
28
Private Advisor Group
New Jersey
$407K
Jones Financial Companies
29
Jones Financial Companies
Missouri
$387K
WA
30
Waverly Advisors
Alabama
$386K
JP Morgan Chase
31
JP Morgan Chase
New York
$365K
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$339K
HI
33
Harbour Investments
Wisconsin
$324K
AA
34
Advisory Alpha
Michigan
$308K
AA
35
Advisory Advocates
Michigan
$291K
MWA
36
Medallion Wealth Advisors
Connecticut
$289K
PWP
37
Prasad Wealth Partners
Ohio
$270K
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$231K
FPAS
39
Focus Partners Advisor Solutions
Missouri
$226K
NWM
40
Northwest Wealth Management
Iowa
$226K
LFAS
41
Level Four Advisory Services
Texas
$222K
Corient Private Wealth
42
Corient Private Wealth
Florida
$220K
WWMSC
43
Wagner Wealth Management (South Carolina)
South Carolina
$209K
SEIA
44
Signature Estate & Investment Advisors
California
$202K
PWAM
45
Private Wealth Asset Management
Iowa
$192K
FFA
46
Founders Financial Alliance
North Carolina
$177K
CAL
47
Capital Analysts LLC
Pennsylvania
$122K
CFD
48
Creative Financial Designs
Indiana
$91.2K
GI
49
GAMMA Investing
California
$77.8K
TRCT
50
Tower Research Capital (TRC)
New York
$73.8K