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First Trust Small Cap Core AlphaDEX Fund

153 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, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
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
CI
126
CX Institutional
Indiana
$68K
PWAM
127
Private Wealth Asset Management
Iowa
$67.3K
AAS
128
Ameritas Advisory Services
Nebraska
$67.2K
Fidelity Investments
129
Fidelity Investments
Massachusetts
$63.3K
MAS
130
MPWM Advisory Solutions
Georgia
$62.6K
IA
131
IFP Advisors
Florida
$41.2K
PS
132
Principal Securities
Iowa
$34.1K
William Blair & Company
133
William Blair & Company
Illinois
$32.7K
CA
134
CoreCap Advisors
Michigan
$31.9K
GRP
135
Global Retirement Partners
California
$31.2K
NB
136
NBT Bank
New York
$28K
AF
137
Alerus Financial
North Dakota
$27.6K
TSMHT
138
Thurston Springer Miller Herd & Titak
Indiana
$26.4K
HFS
139
Hantz Financial Services
Michigan
$19K
SAM
140
Smartleaf Asset Management
Massachusetts
$18K
AssetMark Inc
141
AssetMark Inc
California
$14.3K
MNA
142
Manning & Napier Advisors
New York
$12K
KA
143
Kozak & Associates
Colorado
$11.6K
LFG
144
Larson Financial Group
Missouri
$11.4K
SL
145
Salomon & Ludwin
Virginia
$11K
KFI
146
Key Financial Inc
Pennsylvania
$10.6K
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$10.1K
MG
148
Mather Group
Illinois
$6.97K
PAG
149
Paladin Advisory Group
Iowa
$4.36K
TFA
150
Transamerica Financial Advisors
Florida
$2.44K