First Trust Small Cap Core AlphaDEX Fund
181 hedge funds and large institutions have $733M invested in First Trust Small Cap Core AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 55 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
18% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 55
14% more capital invested
Capital invested by funds: $644M → $733M (+$89.4M)
5% more funds holding
Funds holding: 173 → 181 (+8)
0.82% more ownership
Funds ownership: 69.25% → 70.07% (+0.82%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$17.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.34M |
| 4 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$3.89M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$3.54M |
| 2 |
FH
FWG Holdings
Winter Park,
Florida
|
-$2.54M |
| 3 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$2.42M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.18M |
| 5 |
Morgan Stanley
New York
|
-$1.76M |
FYX Hedge Fund Activity: Q1 2026 in Review
181 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q1 2026, worth a combined $733M — up 14% from $644M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FYX positions and 14 closed out — a net gain of 11 holders — while 65 added to existing stakes and 55 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $17.2M. The largest seller was Silver Oak Securities, exiting entirely with an estimated $3.54M sold.
- 181 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q1 2026, up from 173 in Q4 2025.
- Funds reported $733M of First Trust Small Cap Core AlphaDEX Fund stock for Q1 2026, up 14% quarter-over-quarter.
- 25 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q1 2026 and 14 closed out, a net change of +11 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q1 2026 was Raymond James Financial, an estimated $17.2M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q1 2026 was Silver Oak Securities, an estimated $3.54M sold.
Based on aggregated 13F filings for Q1 2026.