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First Trust Small Cap Core AlphaDEX Fund

169 hedge funds and large institutions have $643M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

38% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 64

Holders
169
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
PTC
101
Private Trust Company
Ohio
$339K
GVAG
102
Great Valley Advisor Group
Delaware
$326K
PWM
103
Partners Wealth Management
California
$325K
KPWS
104
Kestra Private Wealth Services
Texas
$316K
HI
105
Harbour Investments
Wisconsin
$311K
WE
106
Wealth Effects
Massachusetts
$307K
MA
107
MONECO Advisors
Connecticut
$291K
ZIM
108
Zacks Investment Management
Illinois
$289K
IWM
109
IHT Wealth Management
Illinois
$284K
VVP
110
Venture Visionary Partners
Ohio
$279K
HSA
111
HBK Sorce Advisory
Pennsylvania
$278K
TA
112
TKG Advisors
Indiana
$274K
T
113
Tidemark
California
$270K
AF
114
Allworth Financial
California
$267K
PWA
115
PCG Wealth Advisors
Kansas
$264K
EPW
116
Evolve Private Wealth
California
$258K
VAS
117
Vestmark Advisory Solutions
Massachusetts
$254K
MYIA
118
Mount Yale Investment Advisors
Colorado
$254K
FF
119
Farrell Financial
New York
$248K
PWPS
120
Pinnacle Wealth Planning Services
Ohio
$240K
AAP
121
Arax Advisory Partners
Colorado
$238K
SEIA
122
Signature Estate & Investment Advisors
California
$235K
SWGC
123
Summit Wealth Group (Colorado)
Colorado
$225K
ACM
124
Aspen Capital Management
Idaho
$223K
AIFAIM
125
American Institute for Advanced Investment Management
Arizona
$217K