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First Trust Small Cap Core AlphaDEX Fund

180 hedge funds and large institutions have $732M invested in First Trust Small Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
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
TF
101
Tudor Financial
Ohio
$403K
FFA
102
Fragasso Financial Advisors
Pennsylvania
$382K
PWM
103
Partners Wealth Management
California
$349K
QFW
104
QTR Family Wealth
Florida
$347K
PTC
105
Private Trust Company
Ohio
$346K
GVAG
106
Great Valley Advisor Group
Delaware
$344K
PCA
107
Prosperity Capital Advisors
Ohio
$332K
IWM
108
IHT Wealth Management
Illinois
$331K
WE
109
Wealth Effects
Massachusetts
$324K
KPWS
110
Kestra Private Wealth Services
Texas
$322K
IFG
111
Independent Financial Group
California
$309K
ZIM
112
Zacks Investment Management
Illinois
$304K
MA
113
MONECO Advisors
Connecticut
$303K
HSA
114
HBK Sorce Advisory
Pennsylvania
$299K
VVP
115
Venture Visionary Partners
Ohio
$294K
TA
116
TKG Advisors
Indiana
$290K
AF
117
Allworth Financial
California
$281K
FH
118
FWG Holdings
Florida
$281K
CWGL
119
Cedrus Wealth Group LLC
Minnesota
$279K
T
120
Tidemark
California
$279K
GWP
121
Gateway Wealth Partners
Wisconsin
$276K
PWA
122
PCG Wealth Advisors
Kansas
$276K
EPW
123
Evolve Private Wealth
California
$272K
VAS
124
Vestmark Advisory Solutions
Massachusetts
$268K
MYIA
125
Mount Yale Investment Advisors
Colorado
$268K