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First Trust Small Cap Core AlphaDEX Fund
181 hedge funds and large institutions have $733M invested in First Trust Small Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
14% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 56
14% more capital invested
Capital invested by funds: $644M → $733M (+$88.9M)
5% more funds holding
Funds holding: 173 → 181 (+8)
0.76% more ownership
Funds ownership: 69.31% → 70.07% (+0.76%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
181
Holders Change
+8
Holders Change %
+4.62%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
64
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$17.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.34M |
| 4 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$3.89M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$3.73M |
Top Sellers
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$3.54M |
| 2 |
FH
FWG Holdings
Winter Park,
Florida
|
-$2.54M |
| 3 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$2.42M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.18M |
| 5 |
Morgan Stanley
New York
|
-$1.76M |
