Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / First Trust Small Cap Growth AlphaDEX(R) Fund
-
Shares outstanding
-
6,144,387
-
Total 13F shares
-
308,028
-
Share change
-
+28,176
-
Total reported value
-
$29,658,239
-
Price per share
-
$96.12
-
Number of holders
-
25
-
Value change
-
+$2,721,424
-
Number of buys
-
15
-
Number of sells
-
3
Institutional Holders of First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Small Cap Growth AlphaDEX(R) Fund (FYC) as of Q4 2025
As of 31 Dec 2025,
First Trust Exchange-Traded AlphaDEX(R) Fund - First Trust Small Cap Growth AlphaDEX(R) Fund (FYC) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
308,028 shares.
The largest 10 holders included
NEW WAVE WEALTH ADVISORS LLC, Redhawk Wealth Advisors, Inc., Paller Financial Services Inc, VISTA INVESTMENT PARTNERS II, LLC, Certified Advisory Corp, Brookwood Investment Group LLC, Private Advisory Group LLC, Sylvest Advisors, LLC, WILLNER & HELLER, LLC, and Wedmont Private Capital.
This page lists
25
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.