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First Trust Small Cap Core AlphaDEX Fund

151 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, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
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
PWAM
126
Private Wealth Asset Management
Iowa
$67.3K
AAS
127
Ameritas Advisory Services
Nebraska
$67.2K
Fidelity Investments
128
Fidelity Investments
Massachusetts
$63.3K
MAS
129
MPWM Advisory Solutions
Georgia
$62.6K
PS
130
Principal Securities
Iowa
$34.1K
William Blair & Company
131
William Blair & Company
Illinois
$32.7K
CA
132
CoreCap Advisors
Michigan
$31.9K
GRP
133
Global Retirement Partners
California
$31.2K
NB
134
NBT Bank
New York
$28K
AF
135
Alerus Financial
North Dakota
$27.6K
TSMHT
136
Thurston Springer Miller Herd & Titak
Indiana
$26.4K
HFS
137
Hantz Financial Services
Michigan
$19K
SAM
138
Smartleaf Asset Management
Massachusetts
$18K
AssetMark Inc
139
AssetMark Inc
California
$14.3K
MNA
140
Manning & Napier Advisors
New York
$12K
KA
141
Kozak & Associates
Colorado
$11.6K
LFG
142
Larson Financial Group
Missouri
$11.4K
SL
143
Salomon & Ludwin
Virginia
$11K
KFI
144
Key Financial Inc
Pennsylvania
$10.6K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$10.1K
MG
146
Mather Group
Illinois
$6.97K
PAG
147
Paladin Advisory Group
Iowa
$4.36K
TFA
148
Transamerica Financial Advisors
Florida
$2.44K
Russell Investments Group
149
Russell Investments Group
United Kingdom
$1.74K
BTI
150
Blue Trust Inc
Georgia
$763