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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

64 hedge funds and large institutions have $79M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
16
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 Holding Trade Value Shares
Change 		Shares
Change %
GWP
26
Gateway Wealth Partners
Wisconsin
$560K -$49.8K -987 -8%
CPIG
27
Chicago Partners Investment Group
Illinois
$461K -$47K -868 -9%
Goldman Sachs
28
Goldman Sachs
New York
$455K – – –
TWM
29
TCFG Wealth Management
California
$454K – – –
SEIA
30
Signature Estate & Investment Advisors
California
$427K +$159K +3,154 +59%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$419K +$12.8K +240 +3%
TRCT
32
Tower Research Capital (TRC)
New York
$416K -$1.7M -33,682 -80%
HI
33
Harbour Investments
Wisconsin
$330K -$52.7K -1,044 -14%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$308K +$104K +2,063 +51%
MML Investors Services
35
MML Investors Services
Massachusetts
$261K -$36.4K -720 -12%
Jane Street
36
Jane Street
New York
$261K +$261K +5,170 New
WA
37
Waverly Advisors
Alabama
$248K +$13K +257 +6%
PWP
38
Prasad Wealth Partners
Ohio
$240K -$445K -8,815 -65%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$221K -$2.02K -40 -0.9%
WWM
40
Wagner Wealth Management
South Carolina
$174K -$15.2K -302 -8%
PWAM
41
Private Wealth Asset Management
Iowa
$156K – – –
CAL
42
Capital Analysts LLC
Pennsylvania
$99K – – –
CWM
43
Cranbrook Wealth Management
Michigan
$91.8K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$81K – – –
CFD
45
Creative Financial Designs
Indiana
$74.7K +$10.4K +207 +16%
GI
46
GAMMA Investing
California
$73.8K – – –
AAS
47
Ameritas Advisory Services
Nebraska
$54.4K +$54.4K +1,079 New
AAG
48
Accordant Advisory Group
Maryland
$50.4K – – –
WW
49
Winnow Wealth
Texas
$50.4K +$50.4K +1,000 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$48.9K – – –
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