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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

68 hedge funds and large institutions have $94.9M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
7
Increased
12
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$2.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.28M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.27M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.04M
5
DWP
Daymark Wealth Partners
Ohio
+$1.04M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
-$16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.31M
3
Wells Fargo
Wells Fargo
California
-$2.78M
4
PAG
Private Advisor Group
New Jersey
-$2.77M
5
BIP
Blueprint Investment Partners
North Carolina
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
26
Prasad Wealth Partners
Ohio
$675K -$432K -8,690 -39%
PB
27
Pinnacle Bancorp
Nebraska
$667K – – –
BAM
28
Belpointe Asset Management
Nevada
$665K -$91.3K -1,835 -12%
AWS
29
Atria Wealth Solutions
New York
$651K -$400K -8,050 -38%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$644K -$14.9K -300 -2%
GWP
31
Gateway Wealth Partners
Wisconsin
$601K +$19.4K +391 +3%
HF
32
HRT Financial
New York
$474K +$474K +9,541 New
Goldman Sachs
33
Goldman Sachs
New York
$449K – – –
TWM
34
TCFG Wealth Management
California
$448K – – –
CPIG
35
Chicago Partners Investment Group
Illinois
$441K -$6.67K -142 -1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$380K -$29.8K -600 -7%
HI
37
Harbour Investments
Wisconsin
$378K -$7.11K -143 -2%
FTUS
38
Flow Traders U.S.
New York
$351K -$336K -6,765 -49%
SMC
39
Smith, Moore & Co
Missouri
$333K – – –
Citadel Advisors
40
Citadel Advisors
Florida
$294K +$13.4K +270 +5%
MML Investors Services
41
MML Investors Services
Massachusetts
$293K -$84K -1,689 -22%
CWM
42
Cornerstone Wealth Management
Missouri
$289K – – –
SEIA
43
Signature Estate & Investment Advisors
California
$264K +$264K +5,314 New
WA
44
Waverly Advisors
Alabama
$232K +$7.46K +150 +3%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$220K -$7.61K -153 -3%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$204K – – –
Jones Financial Companies
47
Jones Financial Companies
Missouri
$200K +$65.4K +1,318 +49%
WWM
48
Wagner Wealth Management
South Carolina
$187K +$995 +20 +0.5%
PWAM
49
Private Wealth Asset Management
Iowa
$154K +$154K +3,100 New
FFA
50
Founders Financial Alliance
North Carolina
$141K – – –
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