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First Trust Small Cap Core AlphaDEX Fund

155 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, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-10
Holders Change %
-6.06%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
50
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$69.2M -$3.18M -35,268 -4%
Wells Fargo
2
Wells Fargo
California
$56.7M -$1.03M -11,379 -2%
LPL Financial
3
LPL Financial
California
$54.3M +$742K +8,238 +1%
Bank of America
4
Bank of America
North Carolina
$40.1M +$1.57M +17,380 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$39.9M -$96.3K -1,069 -0.2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$34M -$106K -1,175 -0.3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$22.6M -$2.22M -24,600 -9%
UBS Group
8
UBS Group
Switzerland
$18.3M -$278K -3,084 -1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$12.8M +$2.18M +24,170 +20%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$12.6M +$3.79M +42,061 +43%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$12.1M +$447K +4,958 +4%
MLRA
12
Main Line Retirement Advisors
Montana
$10.2M +$57.4K +637 +0.6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7.99M +$63.5K +705 +0.8%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$7.59M +$186K +2,061 +3%
HAFS
15
Hapanowicz & Associates Financial Services
Pennsylvania
$6.33M -$16M -177,900 -72%
CPIG
16
Chicago Partners Investment Group
Illinois
$6.21M +$63.1K +713 +1%
KAS
17
Kestra Advisory Services
Texas
$5.71M -$140K -1,550 -2%
GWM
18
Geneos Wealth Management
Colorado
$5.59M +$4.12M +45,705 +281%
WAAG
19
Wealth Alliance Advisory Group
Kansas
$5.39M -$5.81M -64,534 -52%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$5.38M +$3.96M +43,988 +281%
GCA
21
Genesee Capital Advisors
New York
$5.28M -$263K -2,924 -5%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.08M -$790K -8,761 -13%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$5.06M +$222K +2,460 +5%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$4.84M -$441K -4,890 -8%
Citadel Advisors
25
Citadel Advisors
Florida
$4.4M +$4.4M +48,871 New