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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

63 hedge funds and large institutions have $77.1M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
63
Holders Change
-5
Holders Change %
-7.35%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
15
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.83M
2
Wells Fargo
2
Wells Fargo
California
$9.31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.85M
5
Jane Street
5
Jane Street
New York
$261K

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$6.15M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.7M
3
TRCT
3
Tower Research Capital (TRC)
New York
$416K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
LPL Financial
5
LPL Financial
California
$9.89M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.89M 196,208 -24,521 -11%
Wells Fargo
2
Wells Fargo
California
$9.31M 184,620 +18,687 +11%
Morgan Stanley
3
Morgan Stanley
New York
$7.94M 157,369 -18,479 -11%
BIP
4
Blueprint Investment Partners
North Carolina
$6.15M 122,035 -141,549 -54%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.85M 116,042 +8,867 +8%
KWM
6
Kingsview Wealth Management
Oregon
$4.73M 93,749 -1,307 -1%
PWS
7
Proactive Wealth Strategies
Georgia
$3.5M 69,381 -2,350 -3%
Raymond James Financial
8
Raymond James Financial
Florida
$2.7M 53,485 -44,312 -45%
UBS Group
9
UBS Group
Switzerland
$2.37M 47,045 -9,987 -18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.26M 44,793 -4,169 -9%
Truist Financial
11
Truist Financial
North Carolina
$2.17M 43,017 -5,243 -11%
Citadel Advisors
12
Citadel Advisors
Florida
$1.83M 36,375 +30,465 +515%
KAS
13
Kestra Advisory Services
Texas
$1.72M 34,069 +4,409 +15%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.7M 33,661 +9,923 +42%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.62M 32,093 -2,526 -7%
US Bancorp
16
US Bancorp
Minnesota
$1.51M 29,976 +1,543 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$955K 17,429 +1,160 +7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$884K 17,520 +4,564 +35%
PB
19
Pinnacle Bancorp
Nebraska
$676K 13,413 – –
BAM
20
Belpointe Asset Management
Nevada
$676K 13,396 +18 +0.1%
AWS
21
Atria Wealth Solutions
New York
$672K 12,920 -164 -1%
AAS
22
Avantax Advisory Services
Texas
$631K 12,519 -1,754 -12%
Stifel Financial
23
Stifel Financial
Missouri
$600K 11,905 -4,578 -28%
PAG
24
Private Advisor Group
New Jersey
$583K 11,557 -8,003 -41%
GWP
25
Gateway Wealth Partners
Wisconsin
$560K 11,107 -987 -8%
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