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First Trust Small Cap Core AlphaDEX Fund

154 hedge funds and large institutions have $590M 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
154
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
MA
101
MONECO Advisors
Connecticut
$280K
IWM
102
IHT Wealth Management
Illinois
$280K
ZIM
103
Zacks Investment Management
Illinois
$278K
CAM
104
Cresset Asset Management
Illinois
$271K
WA
105
Waverly Advisors
Alabama
$270K
VVP
106
Venture Visionary Partners
Ohio
$269K
AF
107
Allworth Financial
California
$257K
PWA
108
PCG Wealth Advisors
Kansas
$254K
HSA
109
HBK Sorce Advisory
Pennsylvania
$249K
FF
110
Farrell Financial
New York
$238K
BTWM
111
Brass Tax Wealth Management
Ohio
$232K
PWPS
112
Pinnacle Wealth Planning Services
Ohio
$231K
SEIA
113
Signature Estate & Investment Advisors
California
$221K
ACM
114
Aspen Capital Management
Idaho
$215K
BFW
115
Brady Family Wealth
Missouri
$211K
AIFAIM
116
American Institute for Advanced Investment Management
Arizona
$209K
WS
117
Wedbush Securities
California
$205K
WCFA
118
Walkner Condon Financial Advisors
Wisconsin
$201K
FFA
119
Farther Finance Advisors
California
$165K
GI
120
GAMMA Investing
California
$153K
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$140K
Citigroup
122
Citigroup
New York
$140K
SS
123
Sunbelt Securities
Texas
$137K
NA
124
NewEdge Advisors
Louisiana
$112K
RFG
125
REAP Financial Group
Texas
$101K