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First Trust Small Cap Core AlphaDEX Fund

151 hedge funds and large institutions have $588M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
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
IWM
101
IHT Wealth Management
Illinois
$280K
ZIM
102
Zacks Investment Management
Illinois
$278K
CAM
103
Cresset Asset Management
Illinois
$271K
WA
104
Waverly Advisors
Alabama
$270K
VVP
105
Venture Visionary Partners
Ohio
$269K
PWA
106
PCG Wealth Advisors
Kansas
$254K
HSA
107
HBK Sorce Advisory
Pennsylvania
$249K
FF
108
Farrell Financial
New York
$238K
BTWM
109
Brass Tax Wealth Management
Ohio
$232K
PWPS
110
Pinnacle Wealth Planning Services
Ohio
$231K
SEIA
111
Signature Estate & Investment Advisors
California
$221K
ACM
112
Aspen Capital Management
Idaho
$215K
BFW
113
Brady Family Wealth
Missouri
$211K
AIFAIM
114
American Institute for Advanced Investment Management
Arizona
$209K
WS
115
Wedbush Securities
California
$205K
WCFA
116
Walkner Condon Financial Advisors
Wisconsin
$201K
FFA
117
Farther Finance Advisors
California
$165K
GI
118
GAMMA Investing
California
$153K
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$140K
Citigroup
120
Citigroup
New York
$140K
SS
121
Sunbelt Securities
Texas
$137K
NA
122
NewEdge Advisors
Louisiana
$112K
RFG
123
REAP Financial Group
Texas
$101K
WSFS
124
Wilmington Savings Fund Society
Delaware
$92.6K
CI
125
CX Institutional
Indiana
$68K