First Trust Small Cap Core AlphaDEX Fund
157 hedge funds and large institutions have $552M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 18 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: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
34% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 64
Holders
157
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$10.6M | |
| 2 | +$8.71M | |
| 3 | +$6.82M | |
| 4 |
LWM
Lakeridge Wealth Management
Mentor,
Ohio
|
+$3.97M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.98M |
Top Sellers
| 1 | -$13.1M | |
| 2 | -$10.6M | |
| 3 | -$10.6M | |
| 4 |
JP Morgan Chase
New York
|
-$8.95M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$7.9M |
