FYT icon

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
CAL
51
Capital Analysts LLC
Pennsylvania
$98K
CWM
52
Cranbrook Wealth Management
Michigan
$90.5K
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$79.9K
GI
54
GAMMA Investing
California
$72.8K
CFD
55
Creative Financial Designs
Indiana
$63.4K
AAG
56
Accordant Advisory Group
Maryland
$49.7K
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$48.2K
MIM
58
MTM Investment Management
South Carolina
$30.1K
NS
59
NBC Securities
Alabama
$24K
SS
60
Sunbelt Securities
Texas
$12.4K
FFA
61
Farther Finance Advisors
California
$9.7K
IA
62
IFP Advisors
Florida
$8.7K
Citigroup
63
Citigroup
New York
$5.79K
SPIA
64
Steward Partners Investment Advisory
New York
$4.72K
SWM
65
Spire Wealth Management
Virginia
$3.84K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$3.22K
CAM
67
Creekmur Asset Management
Illinois
$2.34K
TFA
68
Transamerica Financial Advisors
Florida
$2K
SW
69
Simplicity Wealth
New Jersey
CF
70
Centaurus Financial
California
Jane Street
71
Jane Street
New York
DADC
72
D.A. Davidson & Co
Montana
LFAS
73
Level Four Advisory Services
Texas
FPAS
74
Focus Partners Advisor Solutions
Missouri
NWM
75
Northwest Wealth Management
Iowa