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First Trust Small Cap Core AlphaDEX Fund

169 hedge funds and large institutions have $643M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

38% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 64

Holders
169
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
SAM
151
Smartleaf Asset Management
Massachusetts
$18.9K
IAIM
152
International Assets Investment Management
Florida
$18.4K
TCM
153
TD Capital Management
Tennessee
$14.9K
KA
154
Kozak & Associates
Colorado
$13.3K
MNA
155
Manning & Napier Advisors
New York
$12.4K
LFG
156
Larson Financial Group
Missouri
$11.9K
SL
157
Salomon & Ludwin
Virginia
$11.6K
FP
158
Financial Perspectives
Minnesota
$11.3K
KFI
159
Key Financial Inc
Pennsylvania
$11K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$10.5K
FHA
161
Flagship Harbor Advisors
Massachusetts
$7.58K
CA
162
CoreCap Advisors
Michigan
$7.35K
PAG
163
Paladin Advisory Group
Iowa
$4.53K
ST
164
Smithfield Trust
Pennsylvania
$4K
TF
165
Tompkins Financial
New York
$3.28K
TFA
166
Transamerica Financial Advisors
Florida
$2.54K
Russell Investments Group
167
Russell Investments Group
United Kingdom
$1.81K
KFAS
168
Keating Financial Advisory Services
Kansas
$1.02K
TRCT
169
Tower Research Capital (TRC)
New York
$226
FTUS
170
Flow Traders U.S.
New York
KWS
171
Keystone Wealth Services
California
ASN
172
Advisory Services Network
Georgia
Citigroup
173
Citigroup
New York
AAS
174
Ameritas Advisory Services
Nebraska
PS
175
Principal Securities
Iowa