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First Trust Small Cap Core AlphaDEX Fund

153 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, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
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
AF
106
Allworth Financial
California
$257K
PWA
107
PCG Wealth Advisors
Kansas
$254K
HSA
108
HBK Sorce Advisory
Pennsylvania
$249K
FF
109
Farrell Financial
New York
$238K
BTWM
110
Brass Tax Wealth Management
Ohio
$232K
PWPS
111
Pinnacle Wealth Planning Services
Ohio
$231K
SEIA
112
Signature Estate & Investment Advisors
California
$221K
ACM
113
Aspen Capital Management
Idaho
$215K
BFW
114
Brady Family Wealth
Missouri
$211K
AIFAIM
115
American Institute for Advanced Investment Management
Arizona
$209K
WS
116
Wedbush Securities
California
$205K
WCFA
117
Walkner Condon Financial Advisors
Wisconsin
$201K
FFA
118
Farther Finance Advisors
California
$165K
GI
119
GAMMA Investing
California
$153K
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$140K
Citigroup
121
Citigroup
New York
$140K
SS
122
Sunbelt Securities
Texas
$137K
NA
123
NewEdge Advisors
Louisiana
$112K
RFG
124
REAP Financial Group
Texas
$101K
WSFS
125
Wilmington Savings Fund Society
Delaware
$92.6K