First Trust Small Cap Core AlphaDEX Fund
159 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, 65 reducing their positions, and 18 closing their positions.
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
1% more funds holding
Funds holding: 158 → 159 (+1)
0.24% less ownership
Funds ownership: 67.38% → 67.14% (-0.24%)
1% less capital invested
Capital invested by funds: $558M → $552M (-$6.09M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.88M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.1M |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$6.34M |
| 4 |
LWM
Lakeridge Wealth Management
Mentor,
Ohio
|
+$3.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.1M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$9.89M |
| 3 |
MLRA
Main Line Retirement Advisors
Whitefish,
Montana
|
-$9.88M |
| 4 |
JP Morgan Chase
New York
|
-$8.32M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$7.34M |
FYX Hedge Fund Activity: Q2 2025 in Review
159 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q2 2025, worth a combined $552M — down 1.1% from $558M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FYX positions and 18 closed out — a net gain of 1 holder — while 42 added to existing stakes and 65 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $9.88M. The largest seller was Morgan Stanley, cutting an estimated $12.1M.
- 159 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q2 2025, up from 158 in Q1 2025.
- Funds reported $552M of First Trust Small Cap Core AlphaDEX Fund stock for Q2 2025, down 1.1% quarter-over-quarter.
- 19 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q2 2025 and 18 closed out, a net change of +1 holder.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $9.88M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q2 2025 was Morgan Stanley, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2025.