FYX icon

First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

156 hedge funds and large institutions have $549M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 14 closing their positions.

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
42
Reduced
64
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$16.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$45.4M
3
CIA
3
Concurrent Investment Advisors
Florida
$6.82M
4
LWM
4
Lakeridge Wealth Management
Ohio
$5.08M
5
LPL Financial
5
LPL Financial
California
$60.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$13.8M
3
MLRA
3
Main Line Retirement Advisors
Montana
$443K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.14M
5
Raymond James Financial
5
Raymond James Financial
Florida
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.95M 40,582 -4,182 -9%
MFG
27
Mainsail Financial Group
Washington
$3.78M 38,555 +950 +3%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.62M 37,219 -506 -1%
MIM
29
MTM Investment Management
South Carolina
$3.43M 35,223 +1,229 +4%
PSCM
30
Per Stirling Capital Management
Texas
$3.24M 33,271 +4,202 +14%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.19M 31,693 +1,226 +4%
RIA
32
Regal Investment Advisors
Michigan
$3.01M 30,921 -860 -3%
SOS
33
Silver Oak Securities
Tennessee
$2.96M 30,439 +500 +2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$2.74M 28,199 -28,010 -50%
WWM
35
Western Wealth Management
Colorado
$2.7M 27,752 +714 +3%
PNC
36
Park National Corp
Ohio
$2.63M 27,044 -9,423 -26%
Comerica Bank
37
Comerica Bank
Texas
$2.42M 24,876 -17 -0.1%
VF
38
Virtu Financial
New York
$2.26M 23,187 +804 +4%
Jane Street
39
Jane Street
New York
$2.22M 22,778 -9,782 -30%
FTUS
40
Flow Traders U.S.
New York
$2.21M 22,680 +18,609 +457%
IA
41
IFG Advisory
Georgia
$2.1M 21,552 -21,443 -50%
CHC
42
City Holding Co
West Virginia
$2.06M 21,223 +2,765 +15%
Goldman Sachs
43
Goldman Sachs
New York
$1.81M 18,561 -2,080 -10%
Citadel Advisors
44
Citadel Advisors
Florida
$1.61M 16,552 -32,319 -66%
EH
45
Equitable Holdings
New York
$1.59M 16,326 +715 +5%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.52M 15,626 -4,665 -23%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$1.49M 15,423 +984 +7%
P
48
&Partners
Tennessee
$1.48M 15,166 +9,500 +168%
TSW
49
Three Seasons Wealth
Utah
$1.42M 14,638 -613 -4%
BRWA
50
B. Riley Wealth Advisors
Florida
$1.33M 13,647 +13,647 New
1
2
3 4 5