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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

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $641M → $556M (-$84.4M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.4M
2 +$4.12M
3 +$3.96M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.79M
5
Jane Street
Jane Street
New York
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
WE
101
Wealth Effects
Massachusetts
$267K
NA
102
NewEdge Advisors
Louisiana
$265K
GVAG
103
Great Valley Advisor Group
Delaware
$260K
QFW
104
QTR Family Wealth
Florida
$259K
PWM
105
Partners Wealth Management
California
$259K
KPWS
106
Kestra Private Wealth Services
Texas
$257K
FFA
107
Farther Finance Advisors
California
$254K
TSS
108
Two Sigma Securities
New York
$239K
AAS
109
Ameritas Advisory Services
Nebraska
$235K
IWM
110
IHT Wealth Management
Illinois
$231K
CAM
111
Cresset Asset Management
Illinois
$224K
GWP
112
Gateway Wealth Partners
Wisconsin
$222K
AWS
113
Atria Wealth Solutions
New York
$217K
ALA
114
Atlas Legacy Advisors
California
$216K
AIFAIM
115
American Institute for Advanced Investment Management
Arizona
$214K
SEIA
116
Signature Estate & Investment Advisors
California
$211K
VVP
117
Venture Visionary Partners
Ohio
$211K
NS
118
NBC Securities
Alabama
$210K
ASN
119
Advisory Services Network
Georgia
$210K
PWA
120
PCG Wealth Advisors
Kansas
$206K
AF
121
Allworth Financial
California
$205K
HSA
122
HBK Sorce Advisory
Pennsylvania
$204K
ZIM
123
Zacks Investment Management
Illinois
$202K
KPP
124
Kings Path Partners
Texas
$147K
RFG
125
REAP Financial Group
Texas
$131K