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First Trust Small Cap Core AlphaDEX Fund

180 hedge funds and large institutions have $732M invested in First Trust Small Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$84.5M
Morgan Stanley
2
Morgan Stanley
New York
$77.9M
LPL Financial
3
LPL Financial
California
$73.1M
Wells Fargo
4
Wells Fargo
California
$65M
Raymond James Financial
5
Raymond James Financial
Florida
$49.4M
Bank of America
6
Bank of America
North Carolina
$44.3M
UBS Group
7
UBS Group
Switzerland
$36.4M
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$30.3M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$15.4M
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$14M
CIA
11
Concurrent Investment Advisors
Florida
$10.2M
CPIG
12
Chicago Partners Investment Group
Illinois
$9.57M
CWA
13
Crusonia Wealth Advisors
Colorado
$8.82M
GCA
14
Genesee Capital Advisors
New York
$8.08M
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.03M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.85M
PSCM
17
Per Stirling Capital Management
Texas
$7.82M
WAAG
18
Wealth Alliance Advisory Group
Kansas
$7.12M
KAS
19
Kestra Advisory Services
Texas
$6.97M
GWM
20
Geneos Wealth Management
Colorado
$6.25M
DADC
21
D.A. Davidson & Co
Montana
$5.75M
Osaic Holdings
22
Osaic Holdings
Arizona
$5.3M
HAFS
23
Hapanowicz & Associates Financial Services
Pennsylvania
$5.07M
MFG
24
Mainsail Financial Group
Washington
$4.8M
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.66M