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First Trust Small Cap Value AlphaDEX Fund

64 hedge funds and large institutions have $94.9M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
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
CPIG
26
Chicago Partners Investment Group
Illinois
$483K
SEIA
27
Signature Estate & Investment Advisors
California
$475K
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$421K
HI
29
Harbour Investments
Wisconsin
$351K
Jones Financial Companies
30
Jones Financial Companies
Missouri
$348K
WA
31
Waverly Advisors
Alabama
$347K
MWA
32
Medallion Wealth Advisors
Connecticut
$284K
PWP
33
Prasad Wealth Partners
Ohio
$265K
MML Investors Services
34
MML Investors Services
Massachusetts
$253K
PIA
35
Perennial Investment Advisors
California
$246K
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$239K
NWM
37
Northwest Wealth Management
Iowa
$204K
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$204K
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$201K
LFAS
40
Level Four Advisory Services
Texas
$201K
WWMSC
41
Wagner Wealth Management (South Carolina)
South Carolina
$194K
PWAM
42
Private Wealth Asset Management
Iowa
$173K
FFA
43
Founders Financial Alliance
North Carolina
$159K
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$140K
CAL
45
Capital Analysts LLC
Pennsylvania
$110K
CWM
46
Cranbrook Wealth Management
Michigan
$102K
CFD
47
Creative Financial Designs
Indiana
$83.1K
GI
48
GAMMA Investing
California
$81.8K
TRCT
49
Tower Research Capital (TRC)
New York
$74.2K
AAS
50
Ameritas Advisory Services
Nebraska
$60.4K