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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 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$61.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$13.8M
3
MLRA
Main Line Retirement Advisors
Montana
$443K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.14M
5
Raymond James Financial
Raymond James Financial
Florida
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.95M -$407K -4,182 -9%
MFG
27
Mainsail Financial Group
Washington
$3.78M +$93.2K +950 +3%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.62M -$49.2K -506 -1%
MIM
29
MTM Investment Management
South Carolina
$3.43M +$120K +1,229 +4%
PSCM
30
Per Stirling Capital Management
Texas
$3.24M +$409K +4,202 +14%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.19M +$123K +1,226 +4%
RIA
32
Regal Investment Advisors
Michigan
$3.01M -$83.7K -860 -3%
SOS
33
Silver Oak Securities
Tennessee
$2.96M +$48.6K +500 +2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$2.74M -$2.72M -28,010 -50%
WWM
35
Western Wealth Management
Colorado
$2.7M +$69.5K +714 +3%
PNC
36
Park National Corp
Ohio
$2.63M -$917K -9,423 -26%
Comerica Bank
37
Comerica Bank
Texas
$2.42M -$1.65K -17 -0.1%
VF
38
Virtu Financial
New York
$2.26M +$78.2K +804 +4%
Jane Street
39
Jane Street
New York
$2.22M -$952K -9,782 -30%
FTUS
40
Flow Traders U.S.
New York
$2.21M +$1.81M +18,609 +457%
IA
41
IFG Advisory
Georgia
$2.1M -$2.09M -21,443 -50%
CHC
42
City Holding Co
West Virginia
$2.06M +$269K +2,765 +15%
Goldman Sachs
43
Goldman Sachs
New York
$1.81M -$202K -2,080 -10%
Citadel Advisors
44
Citadel Advisors
Florida
$1.61M -$3.14M -32,319 -66%
EH
45
Equitable Holdings
New York
$1.59M +$69.6K +715 +5%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.52M -$454K -4,665 -23%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$1.49M +$95.3K +984 +7%
P
48
&Partners
Tennessee
$1.48M +$924K +9,500 +168%
TSW
49
Three Seasons Wealth
Utah
$1.42M -$59.6K -613 -4%
BRWA
50
B. Riley Wealth Advisors
Florida
$1.33M +$1.33M +13,647 New
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