First Trust Small Cap Value AlphaDEX Fund
FYT
73 hedge funds and large institutions have $120M invested in First Trust Small Cap Value AlphaDEX Fund in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
11% more funds holding
Funds holding: 66 → 73 (+7)
10% more capital invested
Capital invested by funds: $109M → $120M (+$11.4M)
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
4.21% less ownership
Funds ownership: 70.56% → 66.35% (-4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBFC
Roman Butler Fullerton & Co
St Louis,
Missouri
|
+$3.16M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.68M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.7M |
| 4 |
Goldman Sachs
New York
|
+$1.36M |
| 5 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$11.9M |
| 2 |
Morgan Stanley
New York
|
-$1.27M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.18M |
| 4 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$808K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$502K |
FYT Hedge Fund Activity: Q2 2026 in Review
73 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q2 2026, worth a combined $120M — up 10% from $109M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FYT positions and 7 closed out — a net gain of 9 holders — while 20 added to existing stakes and 22 trimmed.
The largest buyer was Roman Butler Fullerton & Co, opening a new position worth an estimated $3.16M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $11.9M.
- 73 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q2 2026, up from 66 in Q1 2026.
- Funds reported $120M of First Trust Small Cap Value AlphaDEX Fund stock for Q2 2026, up 10% quarter-over-quarter.
- 16 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q2 2026 and 7 closed out, a net change of +9 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q2 2026 was Roman Butler Fullerton & Co, an estimated $3.16M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q2 2026 was Cambridge Investment Research Advisors, an estimated $11.9M sold.
Based on aggregated 13F filings for Q2 2026.