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, 40 increasing their positions, 65 reducing their positions, and 9 closing their positions.
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 (+$52.9M)
2.77% more ownership
Funds ownership: 66.48% → 69.25% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
38% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
FYX Hedge Fund Activity: Q4 2025 in Review
173 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q4 2025, worth a combined $644M — up 9% from $591M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FYX positions and 9 closed out — a net gain of 19 holders — while 40 added to existing stakes and 65 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $10.7M. The largest seller was UBS Group, cutting an estimated $4.34M.
- 173 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q4 2025, up from 156 in Q3 2025.
- Funds reported $644M of First Trust Small Cap Core AlphaDEX Fund stock for Q4 2025, up 9% quarter-over-quarter.
- 28 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q4 2025 and 9 closed out, a net change of +19 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q4 2025 was Janney Montgomery Scott, an estimated $10.7M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q4 2025 was UBS Group, an estimated $4.34M sold.
Based on aggregated 13F filings for Q4 2025.