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First Trust Small Cap Core AlphaDEX Fund
173 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
211% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 9
11% more funds holding
Funds holding: 156 → 173 (+17)
9% more capital invested
Capital invested by funds: $591M → $644M (+$53.4M)
2.82% more ownership
Funds ownership: 66.48% → 69.31% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
37% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 65
Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
41
Reduced
65
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$10.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.98M |
| 3 |
Morgan Stanley
New York
|
+$4.72M |
| 4 |
FH
FWG Holdings
Winter Park,
Florida
|
+$2.59M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.68M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.34M |
| 2 |
LWM
Lakeridge Wealth Management
Mentor,
Ohio
|
-$2.99M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.98M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.76M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
176
Advisory Services Network
Atlanta,
Georgia
| – | -$289K | -2,654 | Closed |
|
177
Citigroup
New York
| – | -$140K | -1,286 | Closed |
|
|
AAS
178
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$67.2K | -617 | Closed |
|
|
PS
179
Principal Securities
Des Moines,
Iowa
| – | -$34.1K | -313 | Closed |
|
180
AssetMark Inc
Concord,
California
| – | -$14.3K | -131 | Closed |
|
|
MG
181
Mather Group
Chicago,
Illinois
| – | -$6.97K | -64 | Closed |
|
|
BTI
182
Blue Trust Inc
Alpharetta,
Georgia
| – | -$763 | -7 | Closed |
|