FYX

First Trust Small Cap Core AlphaDEX Fund
$117.39-1.57 (-1.32%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

6.668356026075833e+251B

Total Value

$7.500068000650004e+203T

% of Float

Price History

$79.22$90.63$102.04$113.45$124.85Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY666,835$75.0M0.00%Share
2ROYAL BANK OF CANADA602,607$68.0M0.01%Share
3LPL Financial LLC583,241$65.0M0.02%Share
4WELLS FARGO & COMPANY/MN344,464$38.0M0.01%Share
5UBS Group AG252,075$28.5M0.00%Share
6Janney Montgomery Scott LLC238,963$27.0M0.06%Share
7BANK OF AMERICA CORP /DE/235,547$26.0M0.00%Share
8WELLS FARGO & COMPANY/MN203,962$23.0M0.00%Share
9BANK OF AMERICA CORP /DE/135,197$15.0M0.00%Share
10RAYMOND JAMES FINANCIAL INC140,383$15.0M0.00%Share
11TD Capital Management LLC132$14.9M0.00%Share
12Cetera Investment Advisers131,196$14.0M0.02%Share
13RAYMOND JAMES FINANCIAL INC124,511$14.0M0.00%Share
14Main Line Retirement Advisors, LLC101,000$9.2M8.03%Share
15Cambridge Investment Research Advisors, Inc.85,314$9.0M0.02%Share
16Chicago Partners Investment Group LLC71,341$8.6M0.21%Share
17Concurrent Investment Advisors, LLC75,125$8.5M0.10%Share
18Crusonia Wealth Advisors LLC73,421$8.3M1.82%Share
19Genesee Capital Advisors, LLC68,215$7.7M3.11%Share
20Wealth Alliance Advisory Group, LLC62,303$7.0M1.21%Share
21COMMONWEALTH EQUITY SERVICES, LLC66,641$7.0M0.01%Share
22Geneos Wealth Management Inc.53,081$6.0M0.15%Share
23Kestra Advisory Services, LLC55,928$6.0M0.02%Share
24D.A. DAVIDSON & CO.47,422$5.4M0.03%Share
25Hapanowicz & Associates Financial Services, Inc46,231$5.2M2.05%Share
26Mainsail Financial Group, LLC40,169$4.5M1.89%Share
27MTM Investment Management, LLC35,640$4.0M1.29%Share
28STIFEL FINANCIAL CORP38,188$4.0M0.00%Share
29HighTower Advisors, LLC36,391$4.0M0.00%Share
30OSAIC HOLDINGS, INC.41,325$4.0M0.01%Share
31JPMORGAN CHASE & CO35,654$4.0M0.00%Share
32Per Stirling Capital Management, LLC.33,255$3.8M0.42%Share
33Troutman Wealth Management, LLC32,340$3.7M3.02%Share
34WEALTH ENHANCEMENT ADVISORY SERVICES, LLC30,424$3.6M0.00%Share
35SILVER OAK SECURITIES, INCORPORATED31,011$3.5M0.24%Share
36Regal Investment Advisors LLC30,516$3.5M0.21%Share
37CWM, LLC26,923$3.0M0.01%Share
38Western Wealth Management, LLC27,443$3.0M0.14%Share
39ENVESTNET ASSET MANAGEMENT INC32,302$3.0M0.00%Share
40Baird Financial Group, Inc.33,733$3.0M0.00%Share
41CITY HOLDING CO25,783$2.9M0.36%Share
42PARK NATIONAL CORP /OH/23,375$2.6M0.08%Share
43COMERICA BANK18,650$2.1M0.01%Share
44Sanctuary Advisors, LLC18,117$2.0M0.01%Share
45JONES FINANCIAL COMPANIES LLLP18,683$2.0M0.00%Share
46IFG Advisory, LLC20,211$2.0M0.09%Share
47Milestones Private Investment Advisors LLC17,068$1.9M1.33%Share
48Lakeridge Wealth Management LLC16,971$1.9M0.87%Share
49Sanctuary Advisors, LLC18,334$1.8M0.01%Share
50B. Riley Wealth Advisors, Inc.14,957$1.7M0.08%Share