First Trust Small Cap Core AlphaDEX Fund
204 hedge funds and large institutions have $993M invested in First Trust Small Cap Core AlphaDEX Fund in 2026 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 17 closing their positions.
383% more capital inflows, than outflows
Capital inflows: $133M | Capital outflows: $27.6M
153% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 17
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
13% more funds holding
Funds holding: 181 → 204 (+23)
2.79% more ownership
Funds ownership: 70.07% → 72.86% (+2.8%)
2% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$22.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$15.6M |
| 3 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$12.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.54M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.62M |
| 2 |
Jane Street
New York
|
-$2.69M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$2.58M |
| 4 |
VF
Virtu Financial
New York
|
-$2.52M |
| 5 |
MPIA
Milestones Private Investment Advisors
Fairport,
New York
|
-$2.08M |
FYX Hedge Fund Activity: Q2 2026 in Review
204 of the 8,352 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Core AlphaDEX Fund (FYX) for Q2 2026, worth a combined $993M — up 35% from $733M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new FYX positions and 17 closed out — a net gain of 26 holders — while 60 added to existing stakes and 59 trimmed.
The largest buyer was Wells Fargo, adding an estimated $22.7M. The largest seller was Citadel Advisors, cutting an estimated $3.62M.
- 204 institutional investors held First Trust Small Cap Core AlphaDEX Fund (FYX) as of Q2 2026, up from 181 in Q1 2026.
- Funds reported $993M of First Trust Small Cap Core AlphaDEX Fund stock for Q2 2026, up 35% quarter-over-quarter.
- 43 funds opened new First Trust Small Cap Core AlphaDEX Fund positions in Q2 2026 and 17 closed out, a net change of +26 holders.
- The largest First Trust Small Cap Core AlphaDEX Fund buyer in Q2 2026 was Wells Fargo, an estimated $22.7M added.
- The largest First Trust Small Cap Core AlphaDEX Fund seller in Q2 2026 was Citadel Advisors, an estimated $3.62M sold.
Based on aggregated 13F filings for Q2 2026.