FYC

First Trust Small Cap Growth AlphaDEX Fund
$94.92-0.56 (-0.59%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.1836302931362639e+249B

Total Value

$2.2773601130002803e+207T

% of Float

Price History

$61.01$71.70$82.39$93.08$103.77Jul 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1StoryOne LLC0$2.3B1.38%Share
2LPL Financial LLC1,183,630$113.0M0.03%Share
3MORGAN STANLEY293,136$28.0M0.00%Share
4WELLS FARGO & COMPANY/MN263,837$25.0M0.00%Share
5RAYMOND JAMES FINANCIAL INC264,284$25.0M0.01%Share
6Cetera Investment Advisers255,008$24.0M0.03%Share
7FIRST TRUST ADVISORS LP216,354$20.0M0.01%Share
8RAYMOND JAMES FINANCIAL INC174,601$16.0M0.00%Share
9ROYAL BANK OF CANADA163,819$15.0M0.00%Share
10ENVESTNET ASSET MANAGEMENT INC159,095$15.0M0.00%Share
11ECLECTIC ASSOCIATES INC /ADV153,918$14.8M2.31%Share
12Richmond Investment Services, LLC143,085$13.8M2.38%Share
13BANK OF AMERICA CORP /DE/143,988$13.0M0.00%Share
14NEW WAVE WEALTH ADVISORS LLC108,354$10.4M3.81%Share
15Concurrent Investment Advisors, LLC99,281$9.5M0.11%Share
16WELLS FARGO & COMPANY/MN99,835$9.0M0.00%Share
17UBS Group AG84,256$8.1M0.00%Share
18IFP Advisors, Inc88,816$8.0M0.18%Share
19OSAIC HOLDINGS, INC.90,876$8.0M0.01%Share
20Bedel Financial Consulting, Inc.74,442$7.2M0.77%Share
21Cambridge Investment Research Advisors, Inc.81,843$7.0M0.02%Share
22PNC FINANCIAL SERVICES GROUP, INC.76,159$7.0M0.00%Share
23MML INVESTORS SERVICES, LLC66,703$6.0M0.01%Share
24Equitable Holdings, Inc.55,876$5.0M0.03%Share
25BANK OF AMERICA CORP /DE/57,526$5.0M0.00%Share
26Redhawk Wealth Advisors, Inc.48,569$4.7M0.52%Share
27Integrated Wealth Concepts LLC47,736$4.0M0.05%Share
28Janney Montgomery Scott LLC45,037$4.0M0.01%Share
29Kingsview Wealth Management, LLC44,510$4.0M0.06%Share
30Paller Financial Services Inc32,563$3.1M2.51%Share
31JANE STREET GROUP, LLC35,146$3.0M0.00%Share
32COMMONWEALTH EQUITY SERVICES, LLC38,973$3.0M0.00%Share
33VISTA INVESTMENT PARTNERS II, LLC25,961$2.5M1.07%Share
34Pursuit Wealth Management LLC24,013$2.3M1.98%Share
35HFG Advisors, Inc.22,831$2.2M1.59%Share
36HARBOUR INVESTMENTS, INC.20,988$2.0M0.04%Share
37JONES FINANCIAL COMPANIES LLLP29,523$2.0M0.00%Share
38Private Advisor Group, LLC25,923$2.0M0.01%Share
39US BANCORP \DE\20,321$2.0M0.00%Share
40Certified Advisory Corp19,194$1.8M0.17%Share
41FOUNDERS FINANCIAL SECURITIES LLC17,560$1.7M0.10%Share
42Empirical Asset Management, LLC16,635$1.6M0.45%Share
43MTM Investment Management, LLC15,753$1.5M0.48%Share
44Geneos Wealth Management Inc.14,495$1.4M0.03%Share
45MONECO ADVISORS, LLC13,703$1.3M0.10%Share
46TRUIST FINANCIAL CORP13,614$1.3M0.00%Share
47Quantum Portfolio Management LLC13,289$1.3M0.56%Share
48MONEYWISE, INC.12,738$1.2M0.51%Share
49Warner Group LLC11,706$1.1M0.69%Share
50Proactive Wealth Strategies LLC10,905$1.0M0.42%Share