Citadel Advisors
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Citadel Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Citadel Advisors’s Portfolio FYT Stock Details FYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-36,375
Closed -$1.83M – 13233
2025
Q2 		$1.83M Buy
36,375
+30,465
+515% +$1.46M ﹤0.01% 5862
2025
Q1 		$294K Buy
5,910
+270
+5% +$14.4K ﹤0.01% 9655
2024
Q4 		$310K Sell
5,640
-37,325
-87% -$2.11M ﹤0.01% 9584
2024
Q3 		$2.39M Buy
42,965
+4,114
+11% +$225K ﹤0.01% 5195
2024
Q2 		$2.01M Buy
38,851
+12,277
+46% +$641K ﹤0.01% 5304
2024
Q1 		$1.44M Buy
+26,574
New +$1.4M ﹤0.01% 6164
2023
Q4 		– Sell
-5,964
Closed -$280K – 14626
2023
Q3 		$280K Sell
5,964
-4,527
-43% -$219K ﹤0.01% 9300
2023
Q2 		$483K Buy
+10,491
New +$466K ﹤0.01% 8016
2022
Q4 		– Sell
-15,104
Closed -$612K – 15066
2022
Q3 		$612K Buy
+15,104
New +$700K ﹤0.01% 8025
2022
Q1 		– Sell
-39,713
Closed -$2.11M – 13934
2021
Q4 		$2.11M Buy
39,713
+30,710
+341% +$1.61M ﹤0.01% 6108
2021
Q3 		$450K Sell
9,003
-5,492
-38% -$275K ﹤0.01% 10132
2021
Q2 		$738K Sell
14,495
-2,050
-12% -$106K ﹤0.01% 9134
2021
Q1 		$831K Sell
16,545
-18,320
-53% -$867K ﹤0.01% 8556
2020
Q4 		$1.45M Buy
34,865
+11,700
+51% +$433K ﹤0.01% 6025
2020
Q3 		$714K Buy
+23,165
New +$734K ﹤0.01% 6647
2019
Q3 		– Sell
-24,469
Closed -$848K – 9361
2019
Q2 		$848K Sell
24,469
-21,776
-47% -$761K ﹤0.01% 5961
2019
Q1 		$1.63M Buy
46,245
+9,051
+24% +$316K ﹤0.01% 4792
2018
Q4 		$1.15M Buy
37,194
+21,181
+132% +$740K ﹤0.01% 5086
2018
Q3 		$623K Buy
+16,013
New +$629K ﹤0.01% 6345
2018
Q1 		– Sell
-8,444
Closed -$312K – 8448
2017
Q4 		$312K Buy
+8,444
New +$304K ﹤0.01% 6397
2017
Q2 		– Sell
-35,745
Closed -$1.22M – 7658
2017
Q1 		$1.22M Buy
+35,745
New +$1.23M ﹤0.01% 3729
2015
Q4 		– Sell
-59,408
Closed -$1.63M – 8867
2015
Q3 		$1.63M Buy
+59,408
New +$1.75M ﹤0.01% 3207

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors's FYT Position: Q3 2025 in Review

Citadel Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2025, closing a stake of 36,375 shares — an estimated $1.83M sold.

Citadel Advisors first reported a position in FYT in Q3 2015 and held it in 22 quarters. The position peaked at $2.39M in Q3 2024. 64 funds tracked by Wall St. Rank hold FYT as of Q3 2025.

  • Citadel Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Citadel Advisors sold 36,375 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2025, an estimated $1.83M.
  • Citadel Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2015 and held it in 22 quarters.
  • Citadel Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $2.39M in Q3 2024.
  • 64 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.