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First Trust Small Cap Core AlphaDEX Fund

156 hedge funds and large institutions have $549M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
42
Reduced
64
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61.7M -$13.1M -134,149 -17%
LPL Financial
2
LPL Financial
California
$60.6M +$1.98M +20,362 +3%
Wells Fargo
3
Wells Fargo
California
$56.1M -$5.18M -53,273 -8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$45.4M +$8.71M +89,487 +24%
Bank of America
5
Bank of America
North Carolina
$39.8M -$3.49M -35,878 -8%
Raymond James Financial
6
Raymond James Financial
Florida
$35.2M -$7.9M -81,159 -18%
UBS Group
7
UBS Group
Switzerland
$20.9M +$1.13M +11,606 +6%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$16.4M +$10.6M +109,171 +183%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$13.8M -$10.6M -109,307 -44%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$13M -$623K -6,404 -5%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$9.21M +$1.02M +10,468 +12%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$8.5M -$5.33M -54,811 -39%
CPIG
13
Chicago Partners Investment Group
Illinois
$7.12M -$63.6K -622 -0.9%
CIA
14
Concurrent Investment Advisors
Florida
$6.82M +$6.82M +70,057 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.51M -$2.12M -21,745 -25%
GWM
16
Geneos Wealth Management
Colorado
$6.49M +$457K +4,695 +8%
WAAG
17
Wealth Alliance Advisory Group
Kansas
$6.05M +$233K +2,392 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.04M +$349K +3,453 +6%
KAS
19
Kestra Advisory Services
Texas
$6.03M -$135K -1,383 -2%
GCA
20
Genesee Capital Advisors
New York
$5.84M +$142K +1,455 +2%
LWM
21
Lakeridge Wealth Management
Ohio
$5.08M +$3.97M +40,837 +359%
HAFS
22
Hapanowicz & Associates Financial Services
Pennsylvania
$4.62M -$2.22M -22,819 -32%
DADC
23
D.A. Davidson & Co
Montana
$4.42M +$1.56K +16 +0%
Stifel Financial
24
Stifel Financial
Missouri
$4.16M -$530K -5,449 -11%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$4.14M -$8.95M -91,989 -68%