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First Trust Small Cap Core AlphaDEX Fund

158 hedge funds and large institutions have $558M 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, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.13% less ownership

Funds ownership: 67.51%67.38% (-0.13%)

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

5% less funds holding

Funds holding: 167158 (-9)

13% less capital invested

Capital invested by funds: $641M → $558M (-$82.9M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
50
Reduced
55
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPP
126
Kings Path Partners
Texas
$147K +$196 +2 +0.1%
RFG
127
REAP Financial Group
Texas
$131K -$31.7K -323 -18%
GI
128
GAMMA Investing
California
$127K
SS
129
Sunbelt Securities
Texas
$122K
TSMHT
130
Thurston Springer Miller Herd & Titak
Indiana
$108K +$588 +6 +0.5%
CAWM
131
Capital A Wealth Management
Pennsylvania
$96.8K
IA
132
IFP Advisors
Florida
$83.2K -$36.3K -370 -29%
WSFS
133
Wilmington Savings Fund Society
Delaware
$76.6K
FAM
134
Flaharty Asset Management
Florida
$58.7K +$63.9K +652 New
PWAM
135
Private Wealth Asset Management
Iowa
$55.7K +$60.6K +618 New
MAS
136
MPWM Advisory Solutions
Georgia
$51.7K
SIM
137
Synergy Investment Management
Florida
$45K -$3.14K -32 -6%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$34.6K +$4.51K +46 +14%
HCP
139
Hexagon Capital Partners
Arkansas
$28K
CA
140
CoreCap Advisors
Michigan
$26.4K -$3.63K -37 -11%
NB
141
NBT Bank
New York
$23.2K
AssetMark Inc
142
AssetMark Inc
California
$22K +$23.9K +244 New
SAM
143
Smartleaf Asset Management
Massachusetts
$15K
CWC
144
Carolinas Wealth Consulting
North Carolina
$14.2K -$98 -1 -0.6%
LFG
145
Larson Financial Group
Missouri
$13.9K
BTI
146
Blue Trust Inc
Georgia
$9.88K
KA
147
Kozak & Associates
Colorado
$9.25K
SL
148
Salomon & Ludwin
Virginia
$9.01K
TFGT
149
TS Financial Group (TSFG)
Illinois
$9K -$23.6K -241 -70%
KFI
150
Key Financial Inc
Pennsylvania
$8.74K

FYX Hedge Fund Activity: Q1 2025 in Review

158 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q1 2025, worth a combined $558M — down 13% from $641M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FYX and 12 opened new positions — a net loss of 5 holders — while 55 trimmed existing stakes and 50 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.79M. The largest seller was Hapanowicz & Associates Financial Services, cutting an estimated $17.4M.

  • 158 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q1 2025, down from 167 in Q4 2024.
  • Funds reported $558M of First Trust Small Cap Core AlphaDEX Fund stock for Q1 2025, down 13% quarter-over-quarter.
  • 12 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q1 2025 and 17 closed out, a net change of -5 holders.
  • The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q1 2025 was Citadel Advisors, an estimated $4.79M added.
  • The largest First Trust Small Cap Core AlphaDEX Fund seller in Q1 2025 was Hapanowicz & Associates Financial Services, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2025.