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First Trust Small Cap Core AlphaDEX Fund

155 hedge funds and large institutions have $556M 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, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-10
Holders Change %
-6.06%
% of All Funds
2.11%
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
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MG
151
Mather Group
Illinois
$5.77K
Russell Investments Group
152
Russell Investments Group
United Kingdom
$5.23K -$360 -4 -6%
TFA
153
Transamerica Financial Advisors
Florida
$3K
SIS
154
Sound Income Strategies
Florida
$811 +$811 +9 New
TRCT
155
Tower Research Capital (TRC)
New York
$180
IAA
156
Independent Advisor Alliance
North Carolina
-$3.67M -36,332 Closed
OIA
157
OneDigital Investment Advisors
Kansas
-$2.87M -28,391 Closed
LI
158
LVZ Inc
Michigan
-$1.18M -11,627 Closed
Lido Advisors
159
Lido Advisors
California
-$586K -5,798 Closed
PIAS
160
PCA Investment Advisory Services
Ohio
-$457K -4,520 Closed
SWP
161
Sagespring Wealth Partners
Tennessee
-$280K -2,769 Closed
FF
162
Farrell Financial
New York
-$220K -2,180 Closed
PWPS
163
Pinnacle Wealth Planning Services
Ohio
-$215K -2,123 Closed
BTWM
164
Brass Tax Wealth Management
Ohio
-$211K -2,090 Closed
JWCA
165
J.W. Cole Advisors
Florida
-$210K -2,075 Closed
AA
166
Armis Advisers
Georgia
-$205K -2,030 Closed
AI
167
Atria Investments
North Carolina
-$203K -2,006 Closed
CFB
168
Cullen/Frost Bankers
Texas
-$20.4K -202 Closed
BF
169
BOK Financial
Oklahoma
-$19.6K -199 Closed
QCG
170
Quadrant Capital Group
Ohio
-$17.7K -175 Closed
SAM
171
Synergy Asset Management
Washington
-$1.79K -18 Closed
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
-$1.31K -13 Closed