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First Trust Small Cap Value AlphaDEX Fund

68 hedge funds and large institutions have $94.9M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
26
Prasad Wealth Partners
Ohio
$675K
PB
27
Pinnacle Bancorp
Nebraska
$667K
BAM
28
Belpointe Asset Management
Nevada
$665K
AWS
29
Atria Wealth Solutions
New York
$651K
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$644K
GWP
31
Gateway Wealth Partners
Wisconsin
$601K
HF
32
HRT Financial
New York
$474K
Goldman Sachs
33
Goldman Sachs
New York
$449K
TWM
34
TCFG Wealth Management
California
$448K
CPIG
35
Chicago Partners Investment Group
Illinois
$441K
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$380K
HI
37
Harbour Investments
Wisconsin
$378K
FTUS
38
Flow Traders U.S.
New York
$351K
SMC
39
Smith, Moore & Co
Missouri
$333K
Citadel Advisors
40
Citadel Advisors
Florida
$294K
MML Investors Services
41
MML Investors Services
Massachusetts
$293K
CWM
42
Cornerstone Wealth Management
Missouri
$289K
SEIA
43
Signature Estate & Investment Advisors
California
$264K
WA
44
Waverly Advisors
Alabama
$232K
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$220K
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$204K
Jones Financial Companies
47
Jones Financial Companies
Missouri
$200K
WWM
48
Wagner Wealth Management
South Carolina
$187K
PWAM
49
Private Wealth Asset Management
Iowa
$154K
FFA
50
Founders Financial Alliance
North Carolina
$141K