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First Trust Small Cap Core AlphaDEX Fund

156 hedge funds and large institutions have $549M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
42
Reduced
64
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFGK
51
Keystone Financial Group (Kentucky)
Kentucky
$1.31M -$51K -524 -4%
CWP
52
Cyndeo Wealth Partners
Florida
$1.24M -$8.95K -92 -0.7%
Truist Financial
53
Truist Financial
North Carolina
$1.22M -$28.4K -292 -2%
AWAG
54
ARS Wealth Advisors Group
Florida
$1.21M +$97 +1 +0%
PIA
55
Perennial Investment Advisors
California
$1.15M -$616K -6,335 -35%
IWC
56
Integrated Wealth Concepts
Massachusetts
$934K +$3.21K +33 +0.3%
TCM
57
Triumph Capital Management
Colorado
$829K +$204K +2,096 +33%
PW
58
Potentia Wealth
California
$812K -$194K -1,991 -19%
DWP
59
Daymark Wealth Partners
Ohio
$751K -$29.5K -303 -4%
TWM
60
TCFG Wealth Management
California
$725K -$30.1K -309 -4%
RFP
61
Root Financial Partners
California
$644K -$74.8K -769 -10%
PS
62
Principal Securities
Iowa
$625K +$40.5K +416 +7%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$615K +$15.3K +157 +3%
MWM
64
Maridea Wealth Management
New York
$604K +$604K +6,209 New
GWSG
65
GPS Wealth Strategies Group
Colorado
$597K +$52.6K +541 +10%
SPIA
66
Steward Partners Investment Advisory
New York
$573K
NFG
67
Nations Financial Group
Iowa
$560K -$31.7K -326 -5%
PAG
68
Private Advisor Group
New Jersey
$549K -$26.1K -268 -5%
KAS
69
KPP Advisory Services
Kentucky
$547K
OMC
70
Old Mission Capital
Illinois
$537K -$1.12M -11,476 -68%
SI
71
Stephens Inc
Arkansas
$535K
KWS
72
Keystone Wealth Services
California
$511K -$75.5K -776 -13%
OC
73
Oppenheimer & Co
New York
$492K
DFA
74
DHJJ Financial Advisors
Illinois
$468K
MQWP
75
Morey & Quinn Wealth Partners
Nebraska
$466K