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First Trust Small Cap Core AlphaDEX Fund

156 hedge funds and large institutions have $549M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 14 closing their positions.

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
42
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TSMHT
126
Thurston Springer Miller Herd & Titak
Indiana
$118K 1,213 +19 +2%
NA
127
NewEdge Advisors
Louisiana
$109K 1,123 -1,823 -62%
IA
128
IFP Advisors
Florida
$89.9K 924
RFG
129
REAP Financial Group
Texas
$88.6K 911 -545 -37%
WSFS
130
Wilmington Savings Fund Society
Delaware
$82.7K 850
William Blair & Company
131
William Blair & Company
Illinois
$73.7K 758 +758 New
FAM
132
Flaharty Asset Management
Florida
$63.4K 652
PWAM
133
Private Wealth Asset Management
Iowa
$60.1K 618
TPWA
134
Twin Peaks Wealth Advisors
California
$59.4K 578 +578 New
MAS
135
MPWM Advisory Solutions
Georgia
$55.8K 574
Fidelity Investments
136
Fidelity Investments
Massachusetts
$36.7K 377 -7 -2%
CA
137
CoreCap Advisors
Michigan
$28.5K 293
GRP
138
Global Retirement Partners
California
$27.8K 286 +286 New
AssetMark Inc
139
AssetMark Inc
California
$25.9K 266 +22 +9%
NB
140
NBT Bank
New York
$25K 257
AF
141
Alerus Financial
North Dakota
$24.6K 253 +253 New
BIG
142
Brooklyn Investment Group
New York
$17K 175 +175 New
HFS
143
Hantz Financial Services
Michigan
$17K 175 +175 New
SAM
144
Smartleaf Asset Management
Massachusetts
$16K 165
KA
145
Kozak & Associates
Colorado
$11.1K 110
LFG
146
Larson Financial Group
Missouri
$10.2K 104 -50 -32%
SL
147
Salomon & Ludwin
Virginia
$9.98K 100
KFI
148
Key Financial Inc
Pennsylvania
$9.44K 97
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$9.05K 93
GSWM
150
Golden State Wealth Management
California
$8.17K 84