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First Trust Small Cap Core AlphaDEX Fund

155 hedge funds and large institutions have $556M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-10
Holders Change %
-6.06%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
50
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFGK
51
Keystone Financial Group (Kentucky)
Kentucky
$1.26M +$28.8K +320 +2%
Truist Financial
52
Truist Financial
North Carolina
$1.16M -$698K -7,750 -38%
CWP
53
Cyndeo Wealth Partners
Florida
$1.16M -$4.05K -45 -0.3%
AWAG
54
ARS Wealth Advisors Group
Florida
$1.12M -$34.6K -384 -3%
LWM
55
Lakeridge Wealth Management
Ohio
$1.03M +$57.2K +635 +6%
BEI
56
Benjamin Edwards Inc
Missouri
$1.02M +$6.4K +71 +0.6%
VCM
57
Virtue Capital Management
Tennessee
$1M +$1M +11,087 New
PW
58
Potentia Wealth
California
$931K -$68.3K -758 -7%
IWC
59
Integrated Wealth Concepts
Massachusetts
$862K +$41.9K +465 +5%
Two Sigma Investments
60
Two Sigma Investments
New York
$802K
DWP
61
Daymark Wealth Partners
Ohio
$723K -$3.6K -40 -0.5%
TWM
62
TCFG Wealth Management
California
$699K
RFP
63
Root Financial Partners
California
$666K -$5.23K -58 -0.8%
PS
64
Principal Securities
Iowa
$607K
TCM
65
Triumph Capital Management
Colorado
$579K -$294K -3,266 -34%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$555K -$39.3K -436 -7%
NFG
67
Nations Financial Group
Iowa
$548K -$31.5K -350 -5%
KWS
68
Keystone Wealth Services
California
$544K
PAG
69
Private Advisor Group
New Jersey
$533K -$94.9K -1,053 -15%
SPIA
70
Steward Partners Investment Advisory
New York
$531K +$33.8K +375 +7%
P
71
&Partners
Tennessee
$514K +$10.6K +117 +2%
KAS
72
KPP Advisory Services
Kentucky
$506K
GWSG
73
GPS Wealth Strategies Group
Colorado
$504K +$2.25K +25 +0.4%
SI
74
Stephens Inc
Arkansas
$495K
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$485K +$10.6K +118 +2%