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First Trust Small Cap Core AlphaDEX Fund
FYX

159 hedge funds and large institutions have $552M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 158 → 159 (+1)

0.24% less ownership

Funds ownership: 67.38% → 67.14% (-0.24%)

1% less capital invested

Capital invested by funds: $558M → $552M (-$6.09M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

35% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 65

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% 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
19
Increased
42
Reduced
65
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.88M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.1M
3
CIA
Concurrent Investment Advisors
Florida
+$6.34M
4
LWM
Lakeridge Wealth Management
Ohio
+$3.7M
5
LPL Financial
LPL Financial
California
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.1M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$9.89M
3
MLRA
Main Line Retirement Advisors
Montana
-$9.88M
4
JP Morgan Chase
JP Morgan Chase
New York
-$8.32M
5
Raymond James Financial
Raymond James Financial
Florida
-$7.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.95M -$378K -4,182 -9%
MFG
27
Mainsail Financial Group
Washington
$3.78M +$86K +950 +3%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.62M -$45.8K -506 -1%
MIM
29
MTM Investment Management
South Carolina
$3.43M +$111K +1,229 +4%
PSCM
30
Per Stirling Capital Management
Texas
$3.24M +$380K +4,202 +14%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.19M +$111K +1,226 +4%
RIA
32
Regal Investment Advisors
Michigan
$3.01M -$77.8K -860 -3%
SOS
33
Silver Oak Securities
Tennessee
$2.96M +$45.2K +500 +2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$2.74M -$2.53M -28,010 -50%
WWM
35
Western Wealth Management
Colorado
$2.7M +$64.6K +714 +3%
PNC
36
Park National Corp
Ohio
$2.63M -$853K -9,423 -26%
Comerica Bank
37
Comerica Bank
Texas
$2.42M -$1.54K -17 -0.1%
VF
38
Virtu Financial
New York
$2.26M +$72.7K +804 +4%
Jane Street
39
Jane Street
New York
$2.22M -$885K -9,782 -30%
FTUS
40
Flow Traders U.S.
New York
$2.21M +$1.68M +18,609 +457%
IA
41
IFG Advisory
Georgia
$2.1M -$1.94M -21,443 -50%
CHC
42
City Holding Co
West Virginia
$2.06M +$250K +2,765 +15%
Goldman Sachs
43
Goldman Sachs
New York
$1.81M -$188K -2,080 -10%
SA
44
Sanctuary Advisors
Indiana
$1.78M -$11.4K -126 -0.7%
Citadel Advisors
45
Citadel Advisors
Florida
$1.61M -$2.92M -32,319 -66%
EH
46
Equitable Holdings
New York
$1.59M +$64.7K +715 +5%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.52M -$422K -4,665 -23%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$1.49M +$89K +984 +7%
P
49
&Partners
Tennessee
$1.48M +$860K +9,500 +168%
MPIA
50
Milestones Private Investment Advisors
New York
$1.43M +$1.33M +14,652 New
1
2
3 4 5

FYX Hedge Fund Activity: Q2 2025 in Review

159 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q2 2025, worth a combined $552M — down 1.1% from $558M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FYX positions and 18 closed out — a net gain of 1 holder — while 42 added to existing stakes and 65 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $9.88M. The largest seller was Morgan Stanley, cutting an estimated $12.1M.

  • 159 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q2 2025, up from 158 in Q1 2025.
  • Funds reported $552M of First Trust Small Cap Core AlphaDEX Fund stock for Q2 2025, down 1.1% quarter-over-quarter.
  • 19 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q2 2025 and 18 closed out, a net change of +1 holder.
  • The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $9.88M added.
  • The largest First Trust Small Cap Core AlphaDEX Fund seller in Q2 2025 was Morgan Stanley, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2025.