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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
AWAG
51
ARS Wealth Advisors Group
Florida
$1.36M
TCM
52
Triumph Capital Management
Colorado
$1.35M
Truist Financial
53
Truist Financial
North Carolina
$1.29M
CWP
54
Cyndeo Wealth Partners
Florida
$1.2M
PIA
55
Perennial Investment Advisors
California
$967K
DWP
56
Daymark Wealth Partners
Ohio
$883K
FTUS
57
Flow Traders U.S.
New York
$832K
PW
58
Potentia Wealth
California
$824K
GWSG
59
GPS Wealth Strategies Group
Colorado
$801K
TWM
60
TCFG Wealth Management
California
$797K
RFP
61
Root Financial Partners
California
$777K
MWM
62
Maridea Wealth Management
New York
$766K
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$689K
Citadel Advisors
64
Citadel Advisors
Florida
$669K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$649K
SPIA
66
Steward Partners Investment Advisory
New York
$640K
PAG
67
Private Advisor Group
New Jersey
$635K
NFG
68
Nations Financial Group
Iowa
$628K
SI
69
Stephens Inc
Arkansas
$599K
KAS
70
KPP Advisory Services
Kentucky
$597K
Creative Planning
71
Creative Planning
Kansas
$587K
KWS
72
Keystone Wealth Services
California
$573K
OC
73
Oppenheimer & Co
New York
$551K
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$533K
DFA
75
DHJJ Financial Advisors
Illinois
$524K