FYX icon

First Trust Small Cap Core AlphaDEX Fund
FYX

Overview Fund Activity

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 14 closing their positions.

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
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$16.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$45.4M
3
CIA
3
Concurrent Investment Advisors
Florida
$6.82M
4
LWM
4
Lakeridge Wealth Management
Ohio
$5.08M
5
LPL Financial
5
LPL Financial
California
$60.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$13.8M
3
MLRA
3
Main Line Retirement Advisors
Montana
$443K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.14M
5
Raymond James Financial
5
Raymond James Financial
Florida
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$457K 4,695 -685 -13%
ALA
77
Atlas Legacy Advisors
California
$455K 4,682 +2,280 +95%
US Bancorp
78
US Bancorp
Minnesota
$455K 4,680 -239 -5%
IWN
79
Independent Wealth Network
Iowa
$452K 4,650 +71 +2%
MLRA
80
Main Line Retirement Advisors
Montana
$443K 4,551 -109,139 -96%
Creative Planning
81
Creative Planning
Kansas
$433K 4,447 -537 -11%
NFC
82
Northeast Financial Consultants
Connecticut
$428K 4,400 – –
TWM
83
Trueblood Wealth Management
Ohio
$427K 4,390 +2 +0%
SCA
84
Snowden Capital Advisors
New York
$423K 4,348 -1 -0%
SWIA
85
Solano Wealth Investment Advisors
California
$422K 4,337 – –
BAM
86
Belpointe Asset Management
Nevada
$403K 4,145 -48 -1%
Citigroup
87
Citigroup
New York
$376K 3,867 +3,867 New
AWA
88
Arkadios Wealth Advisors
Georgia
$354K 3,638 +258 +8%
CAS
89
Coppell Advisory Solutions
Texas
$352K 3,638 -8 -0.2%
Two Sigma Investments
90
Two Sigma Investments
New York
$350K 3,600 -5,300 -60%
SF
91
Synovus Financial
Georgia
$346K 3,553 -330 -8%
EW
92
Element Wealth
Mississippi
$343K 3,528 – –
Mariner
93
Mariner
Kansas
$342K 3,518 – –
PTC
94
Private Trust Company
Ohio
$300K 3,080 +107 +4%
QFW
95
QTR Family Wealth
Florida
$293K 3,012 +133 +5%
TA
96
TFG Advisers
Michigan
$292K 3,002 -459 -13%
GVAG
97
Great Valley Advisor Group
Delaware
$280K 2,883 +1 +0%
HI
98
Harbour Investments
Wisconsin
$269K 2,767 -750 -21%
MA
99
MONECO Advisors
Connecticut
$269K 2,760 -625 -18%
WE
100
Wealth Effects
Massachusetts
$264K 2,709 -250 -8%
2 3
4
5 6