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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

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $641M → $556M (-$84.4M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.4M
2 +$4.12M
3 +$3.96M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.79M
5
Jane Street
Jane Street
New York
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
51
Keystone Financial Group (Kentucky)
Kentucky
$1.26M
Truist Financial
52
Truist Financial
North Carolina
$1.16M
CWP
53
Cyndeo Wealth Partners
Florida
$1.16M
AWAG
54
ARS Wealth Advisors Group
Florida
$1.12M
LWM
55
Lakeridge Wealth Management
Ohio
$1.03M
BEI
56
Benjamin Edwards Inc
Missouri
$1.02M
VCM
57
Virtue Capital Management
Tennessee
$1M
PW
58
Potentia Wealth
California
$931K
IWC
59
Integrated Wealth Concepts
Massachusetts
$862K
Two Sigma Investments
60
Two Sigma Investments
New York
$802K
DWP
61
Daymark Wealth Partners
Ohio
$723K
TWM
62
TCFG Wealth Management
California
$699K
RFP
63
Root Financial Partners
California
$666K
PS
64
Principal Securities
Iowa
$607K
TCM
65
Triumph Capital Management
Colorado
$579K
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$555K
NFG
67
Nations Financial Group
Iowa
$548K
KWS
68
Keystone Wealth Services
California
$544K
PAG
69
Private Advisor Group
New Jersey
$533K
SPIA
70
Steward Partners Investment Advisory
New York
$531K
P
71
&Partners
Tennessee
$514K
KAS
72
KPP Advisory Services
Kentucky
$506K
GWSG
73
GPS Wealth Strategies Group
Colorado
$504K
SI
74
Stephens Inc
Arkansas
$495K
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$485K