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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 %
OC
76
Oppenheimer & Co
New York
$456K -$84.1K -933 -16%
Creative Planning
77
Creative Planning
Kansas
$449K +$111K +1,231 +33%
US Bancorp
78
US Bancorp
Minnesota
$443K
DFA
79
DHJJ Financial Advisors
Illinois
$434K
MQWP
80
Morey & Quinn Wealth Partners
Nebraska
$432K
SMC
81
Smith, Moore & Co
Missouri
$428K -$182K -2,023 -30%
AAP
82
Arax Advisory Partners
Colorado
$415K -$15.2K -169 -4%
IWN
83
Independent Wealth Network
Iowa
$413K +$9.55K +106 +2%
NFC
84
Northeast Financial Consultants
Connecticut
$396K
TWM
85
Trueblood Wealth Management
Ohio
$395K
SCA
86
Snowden Capital Advisors
New York
$392K -$6.58K -73 -2%
SWIA
87
Solano Wealth Investment Advisors
California
$391K
BAM
88
Belpointe Asset Management
Nevada
$378K -$70.5K -783 -16%
FTUS
89
Flow Traders U.S.
New York
$367K +$122K +1,354 +50%
SF
90
Synovus Financial
Georgia
$350K -$78K -866 -18%
CAS
91
Coppell Advisory Solutions
Texas
$319K -$966K -11,029 -75%
HPC
92
HM Payson & Co
Maine
$319K
EW
93
Element Wealth
Mississippi
$318K -$7.57K -84 -2%
Mariner
94
Mariner
Kansas
$317K +$3.78K +42 +1%
HI
95
Harbour Investments
Wisconsin
$317K +$104K +1,150 +49%
TA
96
TFG Advisers
Michigan
$312K
MA
97
MONECO Advisors
Connecticut
$305K -$112K -1,241 -27%
AWA
98
Arkadios Wealth Advisors
Georgia
$304K +$33.5K +372 +12%
T
99
Tidemark
California
$274K -$105K -1,164 -28%
PTC
100
Private Trust Company
Ohio
$268K +$2.7K +30 +1%