First Trust Small Cap Core AlphaDEX Fund
156 hedge funds and large institutions have $591M invested in First Trust Small Cap Core AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 64 reducing their positions, and 13 closing their positions.
7% more capital invested
Capital invested by funds: $552M → $591M (+$38.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
0.66% less ownership
Funds ownership: 67.14% → 66.48% (-0.66%)
2% less funds holding
Funds holding: 159 → 156 (-3)
27% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.96M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.83M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.79M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$951K |
| 5 |
Rockefeller Capital Management
New York
|
+$618K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$8.38M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$7.78M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.3M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.85M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.6M |
FYX Hedge Fund Activity: Q3 2025 in Review
156 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q3 2025, worth a combined $591M — up 6.9% from $552M a quarter earlier.
Fund positioning in FYX was balanced in Q3 2025: 13 funds opened new positions, 13 closed out, 47 added to existing stakes and 64 trimmed.
The largest buyer was UBS Group, adding an estimated $7.96M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $8.38M.
- 156 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q3 2025, down from 159 in Q2 2025.
- Funds reported $591M of First Trust Small Cap Core AlphaDEX Fund stock for Q3 2025, up 6.9% quarter-over-quarter.
- 13 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q3 2025 and 13 closed out, a net change of 0 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q3 2025 was UBS Group, an estimated $7.96M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $8.38M sold.
Based on aggregated 13F filings for Q3 2025.