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 %
KPWS
101
Kestra Private Wealth Services
Texas
$262K 2,695 -157 -6%
PWM
102
Partners Wealth Management
California
$261K 2,874 – –
ASN
103
Advisory Services Network
Georgia
$259K 2,637 +310 +13%
T
104
Tidemark
California
$252K 2,589 -453 -15%
IWM
105
IHT Wealth Management
Illinois
$249K 2,564 -4 -0.2%
WA
106
Waverly Advisors
Alabama
$241K 2,480 +2,480 New
AAP
107
Arax Advisory Partners
Colorado
$241K 2,478 -2,123 -46%
AAS
108
Avantax Advisory Services
Texas
$236K 2,427 +2,427 New
CAM
109
Cresset Asset Management
Illinois
$230K 2,363 -124 -5%
AF
110
Allworth Financial
California
$229K 2,357 – –
SEIA
111
Signature Estate & Investment Advisors
California
$228K 2,347 +1 +0%
VVP
112
Venture Visionary Partners
Ohio
$228K 2,339 – –
NS
113
NBC Securities
Alabama
$227K 2,337 +2 +0.1%
PWA
114
PCG Wealth Advisors
Kansas
$227K 2,332 +45 +2%
HSA
115
HBK Sorce Advisory
Pennsylvania
$221K 2,267 -2 -0.1%
ZIM
116
Zacks Investment Management
Illinois
$218K 2,242 – –
FF
117
Farrell Financial
New York
$212K 2,182 +2,182 New
BTWM
118
Brass Tax Wealth Management
Ohio
$207K 2,133 +2,133 New
PWPS
119
Pinnacle Wealth Planning Services
Ohio
$207K 2,123 +2,123 New
FFA
120
Farther Finance Advisors
California
$157K 1,618 -1,182 -42%
KPP
121
Kings Path Partners
Texas
$155K 1,590 -39 -2%
SS
122
Sunbelt Securities
Texas
$137K 1,353 – –
GI
123
GAMMA Investing
California
$137K 1,405 – –
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$127K 1,301 +1,301 New
AAS
125
Ameritas Advisory Services
Nebraska
$120K 1,236 -1,278 -51%
3 4
5
6 7