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
-
154,207
-
Share change
-
+2,334
-
Total reported value
-
$14,861,921
-
Price per share
-
$96.12
-
Number of holders
-
17
-
Value change
-
+$226,287
-
Number of buys
-
10
-
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
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
154,207 shares.
The largest 10 holders included
Redhawk Wealth Advisors, Inc., Paller Financial Services Inc, Certified Advisory Corp, Private Advisory Group LLC, Sylvest Advisors, LLC, WILLNER & HELLER, LLC, Wedmont Private Capital, Stratos Wealth Partners, LTD., WORLD EQUITY GROUP, INC., and Fulcrum Equity Management.
This page lists
17
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.