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First Trust Small Cap Core AlphaDEX Fund

172 hedge funds and large institutions have $644M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 65 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)

37% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 65

Holders
172
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
AF
151
Alerus Financial
North Dakota
$22.6K
HFS
152
Hantz Financial Services
Michigan
$20K
SAM
153
Smartleaf Asset Management
Massachusetts
$18.9K
IAIM
154
International Assets Investment Management
Florida
$18.4K
TCM
155
TD Capital Management
Tennessee
$14.9K
KA
156
Kozak & Associates
Colorado
$13.3K
MNA
157
Manning & Napier Advisors
New York
$12.4K
LFG
158
Larson Financial Group
Missouri
$11.9K
SL
159
Salomon & Ludwin
Virginia
$11.6K
FP
160
Financial Perspectives
Minnesota
$11.3K
KFI
161
Key Financial Inc
Pennsylvania
$11K
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$10.5K
FHA
163
Flagship Harbor Advisors
Massachusetts
$7.58K
CA
164
CoreCap Advisors
Michigan
$7.35K
MWA
165
Medallion Wealth Advisors
Connecticut
$5.66K
PAG
166
Paladin Advisory Group
Iowa
$4.53K
ST
167
Smithfield Trust
Pennsylvania
$4K
TF
168
Tompkins Financial
New York
$3.28K
TFA
169
Transamerica Financial Advisors
Florida
$2.54K
Russell Investments Group
170
Russell Investments Group
United Kingdom
$1.81K
KFAS
171
Keating Financial Advisory Services
Kansas
$1.02K
TRCT
172
Tower Research Capital (TRC)
New York
$226
FTUS
173
Flow Traders U.S.
New York
KWS
174
Keystone Wealth Services
California
ASN
175
Advisory Services Network
Georgia