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First Trust Small Cap Value AlphaDEX Fund

62 hedge funds and large institutions have $111M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
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
TWM
26
TCFG Wealth Management
California
$511K
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$445K
PAG
28
Private Advisor Group
New Jersey
$383K
SEIA
29
Signature Estate & Investment Advisors
California
$365K
WA
30
Waverly Advisors
Alabama
$352K
Jones Financial Companies
31
Jones Financial Companies
Missouri
$345K
MML Investors Services
32
MML Investors Services
Massachusetts
$324K
HI
33
Harbour Investments
Wisconsin
$311K
AA
34
Advisory Alpha
Michigan
$282K
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$273K
PWP
36
Prasad Wealth Partners
Ohio
$256K
NWM
37
Northwest Wealth Management
Iowa
$207K
FPAS
38
Focus Partners Advisor Solutions
Missouri
$207K
LFAS
39
Level Four Advisory Services
Texas
$204K
Corient Private Wealth
40
Corient Private Wealth
Florida
$202K
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$201K
WWMSC
42
Wagner Wealth Management (South Carolina)
South Carolina
$191K
JP Morgan Chase
43
JP Morgan Chase
New York
$177K
PWAM
44
Private Wealth Asset Management
Iowa
$176K
CAL
45
Capital Analysts LLC
Pennsylvania
$112K
CWM
46
Cranbrook Wealth Management
Michigan
$103K
CFD
47
Creative Financial Designs
Indiana
$85.5K
GI
48
GAMMA Investing
California
$71.4K
AAG
49
Accordant Advisory Group
Maryland
$56.7K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$46.2K