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First Trust Small Cap Core AlphaDEX Fund

154 hedge funds and large institutions have $590M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
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
$4.06M
MIM
27
MTM Investment Management
South Carolina
$3.81M
Baird Financial Group
28
Baird Financial Group
Wisconsin
$3.71M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.65M
PSCM
30
Per Stirling Capital Management
Texas
$3.58M
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.4M
SOS
32
Silver Oak Securities
Tennessee
$3.37M
RIA
33
Regal Investment Advisors
Michigan
$3.33M
WWM
34
Western Wealth Management
Colorado
$3.09M
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.08M
PNC
36
Park National Corp
Ohio
$2.61M
CHC
37
City Holding Co
West Virginia
$2.53M
Comerica Bank
38
Comerica Bank
Texas
$2.51M
IA
39
IFG Advisory
Georgia
$2.23M
SA
40
Sanctuary Advisors
Indiana
$2M
MML Investors Services
41
MML Investors Services
Massachusetts
$1.96M
Jones Financial Companies
42
Jones Financial Companies
Missouri
$1.89M
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.88M
EH
44
Equitable Holdings
New York
$1.77M
P
45
&Partners
Tennessee
$1.75M
BRWA
46
B. Riley Wealth Advisors
Florida
$1.69M
KFGK
47
Keystone Financial Group (Kentucky)
Kentucky
$1.62M
MPIA
48
Milestones Private Investment Advisors
New York
$1.6M
TSW
49
Three Seasons Wealth
Utah
$1.59M
IWC
50
Integrated Wealth Concepts
Massachusetts
$1.55M