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First Trust Small Cap Value AlphaDEX Fund

64 hedge funds and large institutions have $79M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
64
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 +$1.54M
2 +$942K
3 +$500K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$447K
5
Jane Street
Jane Street
New York
+$261K

Top Sellers

1 -$7.14M
2 -$2.23M
3 -$1.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.66M
5
LPL Financial
LPL Financial
California
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
26
Gateway Wealth Partners
Wisconsin
$560K
CPIG
27
Chicago Partners Investment Group
Illinois
$461K
Goldman Sachs
28
Goldman Sachs
New York
$455K
TWM
29
TCFG Wealth Management
California
$454K
SEIA
30
Signature Estate & Investment Advisors
California
$427K
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$419K
TRCT
32
Tower Research Capital (TRC)
New York
$416K
HI
33
Harbour Investments
Wisconsin
$330K
Jones Financial Companies
34
Jones Financial Companies
Missouri
$308K
MML Investors Services
35
MML Investors Services
Massachusetts
$261K
Jane Street
36
Jane Street
New York
$261K
WA
37
Waverly Advisors
Alabama
$248K
PWP
38
Prasad Wealth Partners
Ohio
$240K
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$221K
WWM
40
Wagner Wealth Management
South Carolina
$174K
PWAM
41
Private Wealth Asset Management
Iowa
$156K
CAL
42
Capital Analysts LLC
Pennsylvania
$99K
CWM
43
Cranbrook Wealth Management
Michigan
$91.8K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$81K
CFD
45
Creative Financial Designs
Indiana
$74.7K
GI
46
GAMMA Investing
California
$73.8K
AAS
47
Ameritas Advisory Services
Nebraska
$54.4K
AAG
48
Accordant Advisory Group
Maryland
$50.4K
WW
49
Winnow Wealth
Texas
$50.4K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$48.9K