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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 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TSMHT
126
Thurston Springer Miller Herd & Titak
Indiana
$118K +$1.85K +19 +2%
NA
127
NewEdge Advisors
Louisiana
$109K -$177K -1,823 -62%
IA
128
IFP Advisors
Florida
$89.9K
RFG
129
REAP Financial Group
Texas
$88.6K -$53K -545 -37%
WSFS
130
Wilmington Savings Fund Society
Delaware
$82.7K
William Blair & Company
131
William Blair & Company
Illinois
$73.7K +$73.7K +758 New
FAM
132
Flaharty Asset Management
Florida
$63.4K
PWAM
133
Private Wealth Asset Management
Iowa
$60.1K
TPWA
134
Twin Peaks Wealth Advisors
California
$59.4K +$59.4K +578 New
MAS
135
MPWM Advisory Solutions
Georgia
$55.8K
Fidelity Investments
136
Fidelity Investments
Massachusetts
$36.7K -$682 -7 -2%
CA
137
CoreCap Advisors
Michigan
$28.5K
GRP
138
Global Retirement Partners
California
$27.8K +$27.8K +286 New
AssetMark Inc
139
AssetMark Inc
California
$25.9K +$2.14K +22 +9%
NB
140
NBT Bank
New York
$25K
AF
141
Alerus Financial
North Dakota
$24.6K +$24.6K +253 New
BIG
142
Brooklyn Investment Group
New York
$17K +$17K +175 New
HFS
143
Hantz Financial Services
Michigan
$17K +$17K +175 New
SAM
144
Smartleaf Asset Management
Massachusetts
$16K
KA
145
Kozak & Associates
Colorado
$11.1K
LFG
146
Larson Financial Group
Missouri
$10.2K -$4.89K -50 -32%
SL
147
Salomon & Ludwin
Virginia
$9.98K
KFI
148
Key Financial Inc
Pennsylvania
$9.44K
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$9.05K
GSWM
150
Golden State Wealth Management
California
$8.17K