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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 %
WE
101
Wealth Effects
Massachusetts
$267K
NA
102
NewEdge Advisors
Louisiana
$265K -$73.9K -820 -22%
GVAG
103
Great Valley Advisor Group
Delaware
$260K
QFW
104
QTR Family Wealth
Florida
$259K +$259K +2,879 New
PWM
105
Partners Wealth Management
California
$259K
KPWS
106
Kestra Private Wealth Services
Texas
$257K -$1.53K -17 -0.6%
FFA
107
Farther Finance Advisors
California
$254K +$14.3K +158 +6%
TSS
108
Two Sigma Securities
New York
$239K +$239K +2,650 New
AAS
109
Ameritas Advisory Services
Nebraska
$235K
IWM
110
IHT Wealth Management
Illinois
$231K -$4.87K -54 -2%
CAM
111
Cresset Asset Management
Illinois
$224K
GWP
112
Gateway Wealth Partners
Wisconsin
$222K -$20.4K -226 -8%
AWS
113
Atria Wealth Solutions
New York
$217K -$3.42K -38 -2%
ALA
114
Atlas Legacy Advisors
California
$216K -$205K -2,280 -49%
AIFAIM
115
American Institute for Advanced Investment Management
Arizona
$214K -$91.9K -1,020 -30%
SEIA
116
Signature Estate & Investment Advisors
California
$211K
VVP
117
Venture Visionary Partners
Ohio
$211K
NS
118
NBC Securities
Alabama
$210K +$210K +2,333 +116,650%
ASN
119
Advisory Services Network
Georgia
$210K +$631 +7 +0.3%
PWA
120
PCG Wealth Advisors
Kansas
$206K +$206K +2,287 New
AF
121
Allworth Financial
California
$205K
HSA
122
HBK Sorce Advisory
Pennsylvania
$204K -$1.35K -15 -0.7%
ZIM
123
Zacks Investment Management
Illinois
$202K
KPP
124
Kings Path Partners
Texas
$147K +$180 +2 +0.1%
RFG
125
REAP Financial Group
Texas
$131K -$29.1K -323 -18%