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First Trust Small Cap Core AlphaDEX Fund

169 hedge funds and large institutions have $643M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

38% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 64

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
HighTower Advisors
26
HighTower Advisors
Illinois
$4.12M
MIM
27
MTM Investment Management
South Carolina
$4.03M
Baird Financial Group
28
Baird Financial Group
Wisconsin
$3.94M
PSCM
29
Per Stirling Capital Management
Texas
$3.76M
TWM
30
Troutman Wealth Management
Pennsylvania
$3.66M
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.65M
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$3.59M
SOS
33
Silver Oak Securities
Tennessee
$3.54M
RIA
34
Regal Investment Advisors
Michigan
$3.45M
WWM
35
Western Wealth Management
Colorado
$3.1M
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$3.05M
CHC
37
City Holding Co
West Virginia
$2.92M
FH
38
FWG Holdings
Florida
$2.8M
PNC
39
Park National Corp
Ohio
$2.64M
Comerica Bank
40
Comerica Bank
Texas
$2.47M
IA
41
IFG Advisory
Georgia
$2.29M
Jones Financial Companies
42
Jones Financial Companies
Missouri
$2.11M
SA
43
Sanctuary Advisors
Indiana
$2.05M
MPIA
44
Milestones Private Investment Advisors
New York
$1.93M
MML Investors Services
45
MML Investors Services
Massachusetts
$1.93M
LWM
46
Lakeridge Wealth Management
Ohio
$1.92M
EH
47
Equitable Holdings
New York
$1.72M
BRWA
48
B. Riley Wealth Advisors
Florida
$1.69M
P
49
&Partners
Tennessee
$1.66M
CIM
50
Catalyst Investment Management
New Hampshire
$1.65M