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First Trust Small Cap Core AlphaDEX Fund

169 hedge funds and large institutions have $643M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

38% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 64

Holders
169
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
BFG
126
Beto Financial Group
Idaho
$216K
WS
127
Wedbush Securities
California
$214K
WCFA
128
Walkner Condon Financial Advisors
Wisconsin
$209K
GWSG
129
GPS Wealth Strategies Group
Colorado
$207K
BFW
130
Brady Family Wealth
Missouri
$206K
SWP
131
Sagespring Wealth Partners
Tennessee
$203K
FFA
132
Farther Finance Advisors
California
$170K
SIS
133
Sound Income Strategies
Florida
$161K
GI
134
GAMMA Investing
California
$159K
SS
135
Sunbelt Securities
Texas
$142K
CI
136
CX Institutional
Indiana
$132K
Fidelity Investments
137
Fidelity Investments
Massachusetts
$132K
BlackRock
138
BlackRock
New York
$115K
WSFS
139
Wilmington Savings Fund Society
Delaware
$96.2K
RFG
140
REAP Financial Group
Texas
$80.2K
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$79.3K
PWAM
142
Private Wealth Asset Management
Iowa
$69.9K
MAS
143
MPWM Advisory Solutions
Georgia
$64.9K
TSMHT
144
Thurston Springer Miller Herd & Titak
Indiana
$45.8K
IA
145
IFP Advisors
Florida
$42.8K
William Blair & Company
146
William Blair & Company
Illinois
$33.9K
GRP
147
Global Retirement Partners
California
$32.4K
NB
148
NBT Bank
New York
$29.1K
AF
149
Alerus Financial
North Dakota
$22.6K
HFS
150
Hantz Financial Services
Michigan
$20K