First Trust Small Cap Core AlphaDEX Fund
159 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, 56 reducing their positions, and 17 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.48% less ownership
Funds ownership: 67.51% → 67.03% (-0.48%)
5% less funds holding
Funds holding: 167 → 159 (-8)
11% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 56
13% less capital invested
Capital invested by funds: $641M → $556M (-$85.8M)
29% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.79M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.31M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.12M |
| 4 |
Jane Street
New York
|
+$2.8M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAFS
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
-$17.4M |
| 2 |
WAAG
Wealth Alliance Advisory Group
Wichita,
Kansas
|
-$6.33M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$3.67M |
| 4 |
Morgan Stanley
New York
|
-$3.46M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$2.87M |
FYX Hedge Fund Activity: Q1 2025 in Review
159 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q1 2025, worth a combined $556M — down 13% from $641M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of FYX and 12 opened new positions — a net loss of 5 holders — while 56 trimmed existing stakes and 50 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $4.79M. The largest seller was Hapanowicz & Associates Financial Services, cutting an estimated $17.4M.
- 159 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q1 2025, down from 167 in Q4 2024.
- Funds reported $556M of First Trust Small Cap Core AlphaDEX Fund stock for Q1 2025, down 13% quarter-over-quarter.
- 12 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q1 2025 and 17 closed out, a net change of -5 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q1 2025 was Citadel Advisors, an estimated $4.79M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q1 2025 was Hapanowicz & Associates Financial Services, an estimated $17.4M sold.
Based on aggregated 13F filings for Q1 2025.