We are live on ! Find out more
FYT icon

First Trust Small Cap Value AlphaDEX Fund
FYT

69 hedge funds and large institutions have $95.2M 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, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 73 → 69 (-4)

11.93% less ownership

Funds ownership: 79.1% → 67.16% (-12%)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

60% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 30

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

75% less capital invested

Capital invested by funds: $380M → $95.2M (-$285M)

Holders
69
Holders Change
-4
Holders Change %
-5.48%
% 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
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$2.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.37M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.36M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.11M
5
DWP
Daymark Wealth Partners
Ohio
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
-$16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.54M
3
Wells Fargo
Wells Fargo
California
-$2.97M
4
PAG
Private Advisor Group
New Jersey
-$2.96M
5
BIP
Blueprint Investment Partners
North Carolina
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
26
Prasad Wealth Partners
Ohio
$675K -$462K -8,690 -39%
PB
27
Pinnacle Bancorp
Nebraska
$667K – – –
BAM
28
Belpointe Asset Management
Nevada
$665K -$97.6K -1,835 -12%
AWS
29
Atria Wealth Solutions
New York
$651K -$428K -8,050 -38%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$644K -$16K -300 -2%
GWP
31
Gateway Wealth Partners
Wisconsin
$601K +$20.8K +391 +3%
HF
32
HRT Financial
New York
$474K +$508K +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 -$7.55K -142 -1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$380K -$31.9K -600 -7%
HI
37
Harbour Investments
Wisconsin
$378K -$7.61K -143 -2%
FTUS
38
Flow Traders U.S.
New York
$351K -$360K -6,765 -49%
SMC
39
Smith, Moore & Co
Missouri
$333K – – –
MWA
40
Medallion Wealth Advisors
Connecticut
$307K -$17.9K -336 -5%
Citadel Advisors
41
Citadel Advisors
Florida
$294K +$14.4K +270 +5%
MML Investors Services
42
MML Investors Services
Massachusetts
$293K -$89.9K -1,689 -22%
CWM
43
Cornerstone Wealth Management
Missouri
$289K – – –
SEIA
44
Signature Estate & Investment Advisors
California
$264K +$283K +5,314 New
WA
45
Waverly Advisors
Alabama
$232K +$7.98K +150 +3%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$220K -$8.14K -153 -3%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$204K – – –
Jones Financial Companies
48
Jones Financial Companies
Missouri
$200K +$70.1K +1,318 +49%
WWMSC
49
Wagner Wealth Management (South Carolina)
South Carolina
$187K +$1.06K +20 +0.5%
PWAM
50
Private Wealth Asset Management
Iowa
$154K +$165K +3,100 New
1
2
3 4

FYT Hedge Fund Activity: Q1 2025 in Review

69 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q1 2025, worth a combined $95.2M — down 75% from $380M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FYT and 7 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 12 added.

The largest buyer was Raymond James Financial, adding an estimated $2.25M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $16M sold.

  • 69 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q1 2025, down from 73 in Q4 2024.
  • Funds reported $95.2M of First Trust Small Cap Value AlphaDEX Fund stock for Q1 2025, down 75% quarter-over-quarter.
  • 7 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q1 2025 was Raymond James Financial, an estimated $2.25M added.
  • The largest First Trust Small Cap Value AlphaDEX Fund seller in Q1 2025 was Simplicity Wealth, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2025.