FYX icon

First Trust Small Cap Core AlphaDEX Fund

155 hedge funds and large institutions have $556M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $641M → $556M (-$84.4M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.4M
2 +$4.12M
3 +$3.96M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.79M
5
Jane Street
Jane Street
New York
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
126
GAMMA Investing
California
$127K
SS
127
Sunbelt Securities
Texas
$122K
TSMHT
128
Thurston Springer Miller Herd & Titak
Indiana
$108K
CAWM
129
Capital A Wealth Management
Pennsylvania
$96.8K
IA
130
IFP Advisors
Florida
$83.2K
WSFS
131
Wilmington Savings Fund Society
Delaware
$76.6K
FAM
132
Flaharty Asset Management
Florida
$58.7K
PWAM
133
Private Wealth Asset Management
Iowa
$55.7K
MAS
134
MPWM Advisory Solutions
Georgia
$51.7K
SIM
135
Synergy Investment Management
Florida
$45K
Fidelity Investments
136
Fidelity Investments
Massachusetts
$34.6K
HCP
137
Hexagon Capital Partners
Arkansas
$28K
CA
138
CoreCap Advisors
Michigan
$26.4K
NB
139
NBT Bank
New York
$23.2K
AssetMark Inc
140
AssetMark Inc
California
$22K
SAM
141
Smartleaf Asset Management
Massachusetts
$15K
CWC
142
Carolinas Wealth Consulting
North Carolina
$14.2K
LFG
143
Larson Financial Group
Missouri
$13.9K
BTI
144
Blue Trust Inc
Georgia
$9.88K
KA
145
Kozak & Associates
Colorado
$9.25K
SL
146
Salomon & Ludwin
Virginia
$9.01K
TFGT
147
TS Financial Group (TSFG)
Illinois
$9K
KFI
148
Key Financial Inc
Pennsylvania
$8.74K
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$8.38K
GSWM
150
Golden State Wealth Management
California
$7.57K