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First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

155 hedge funds and large institutions have $556M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-10
Holders Change %
-6.06%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
50
Reduced
53
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.4M
2
GWM
Geneos Wealth Management
Colorado
+$4.12M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.96M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.79M
5
Jane Street
Jane Street
New York
+$2.57M

Top Sellers

1
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
-$16M
2
WAAG
Wealth Alliance Advisory Group
Kansas
-$5.81M
3
IAA
Independent Advisor Alliance
North Carolina
-$3.67M
4
Morgan Stanley
Morgan Stanley
New York
-$3.18M
5
OIA
OneDigital Investment Advisors
Kansas
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$4.34M +$140K +1,556 +3%
DADC
27
D.A. Davidson & Co
Montana
$4.09M +$88.1K +978 +2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.03M +$86.8K +963 +2%
IA
29
IFG Advisory
Georgia
$3.87M -$220K -2,443 -5%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.4M -$65.7K -729 -2%
MFG
31
Mainsail Financial Group
Washington
$3.39M +$155K +1,717 +5%
PNC
32
Park National Corp
Ohio
$3.29M -$164K -1,824 -5%
MIM
33
MTM Investment Management
South Carolina
$3.08M +$30.7K +339 +1%
Jane Street
34
Jane Street
New York
$2.93M +$2.57M +28,526 +707%
RIA
35
Regal Investment Advisors
Michigan
$2.86M +$93.7K +1,040 +3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$2.74M +$115K +1,279 +4%
SOS
37
Silver Oak Securities
Tennessee
$2.72M +$25.1K +277 +0.9%
PSCM
38
Per Stirling Capital Management
Texas
$2.62M +$60.4K +670 +2%
WWM
39
Western Wealth Management
Colorado
$2.44M +$50.4K +559 +2%
Comerica Bank
40
Comerica Bank
Texas
$2.24M +$59.8K +664 +3%
VF
41
Virtu Financial
New York
$2.02M +$2.02M +22,383 New
Goldman Sachs
42
Goldman Sachs
New York
$1.86M +$1.46M +16,217 +367%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.83M +$326K +3,622 +22%
CHC
44
City Holding Co
West Virginia
$1.66M +$204K +2,270 +14%
PIA
45
Perennial Investment Advisors
California
$1.64M -$447K -4,961 -21%
OMC
46
Old Mission Capital
Illinois
$1.53M +$1.53M +16,992 New
EH
47
Equitable Holdings
New York
$1.41M +$133K +1,473 +10%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.38M -$1.31M -14,590 -49%
TSW
49
Three Seasons Wealth
Utah
$1.37M -$57.9K -643 -4%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$1.31M +$10.7K +118 +0.8%
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