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First Trust Small Cap Core AlphaDEX Fund

180 hedge funds and large institutions have $732M 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
Holders
180
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
P
51
&Partners
Tennessee
$1.68M
TSW
52
Three Seasons Wealth
Utah
$1.56M
SF
53
Sun Financial
Utah
$1.54M
MWM
54
Maridea Wealth Management
New York
$1.52M
Truist Financial
55
Truist Financial
North Carolina
$1.46M
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.45M
HI
57
Harbour Investments
Wisconsin
$1.44M
AWAG
58
ARS Wealth Advisors Group
Florida
$1.38M
KFGK
59
Keystone Financial Group (Kentucky)
Kentucky
$1.37M
BRWA
60
B. Riley Wealth Advisors
Florida
$1.36M
TCM
61
Triumph Capital Management
Colorado
$1.35M
CWP
62
Cyndeo Wealth Partners
Florida
$1.32M
GSC
63
G&S Capital
Colorado
$1.14M
US Bancorp
64
US Bancorp
Minnesota
$1.14M
Mariner
65
Mariner
Kansas
$1.07M
IAA
66
Independent Advisor Alliance
North Carolina
$1.07M
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$1.06M
TWM
68
TCFG Wealth Management
California
$867K
TIA
69
TCFG Investment Advisors
California
$867K
DWP
70
Daymark Wealth Partners
Ohio
$848K
IWC
71
Integrated Wealth Concepts
Massachusetts
$837K
PAG
72
Private Advisor Group
New Jersey
$828K
PIA
73
Perennial Investment Advisors
California
$777K
PW
74
Potentia Wealth
California
$718K
SPIA
75
Steward Partners Investment Advisory
New York
$716K