FYX icon

First Trust Small Cap Core AlphaDEX Fund

180 hedge funds and large institutions have $732M invested in First Trust Small Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
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
AAP
126
Arax Advisory Partners
Colorado
$262K
FF
127
Farrell Financial
New York
$262K
PWPS
128
Pinnacle Wealth Planning Services
Ohio
$253K
SEIA
129
Signature Estate & Investment Advisors
California
$248K
ACM
130
Aspen Capital Management
Idaho
$236K
AIFAIM
131
American Institute for Advanced Investment Management
Arizona
$235K
WS
132
Wedbush Securities
California
$226K
WCFA
133
Walkner Condon Financial Advisors
Wisconsin
$220K
SWP
134
Sagespring Wealth Partners
Tennessee
$214K
JFG
135
Jefferies Financial Group
New York
$205K
BFG
136
Beto Financial Group
Idaho
$204K
GI
137
GAMMA Investing
California
$203K
AGA
138
Arkos Global Advisors
Texas
$198K
FFA
139
Farther Finance Advisors
California
$169K
Fidelity Investments
140
Fidelity Investments
Massachusetts
$168K
SIS
141
Sound Income Strategies
Florida
$160K
SS
142
Sunbelt Securities
Texas
$150K
BlackRock
143
BlackRock
New York
$122K
UBS AM
144
UBS AM
Illinois
$116K
CI
145
CX Institutional
Indiana
$106K
RFG
146
REAP Financial Group
Texas
$84.7K
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$83.8K
PWAM
148
Private Wealth Asset Management
Iowa
$73.8K
TPWA
149
Twin Peaks Wealth Advisors
California
$69K
SIM
150
Synergy Investment Management
Florida
$59.7K