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First Trust Small Cap Value AlphaDEX Fund
FYT

65 hedge funds and large institutions have $79.2M 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, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.43% less ownership

Funds ownership: 67.16% → 62.74% (-4.4%)

6% less funds holding

Funds holding: 69 → 65 (-4)

17% less capital invested

Capital invested by funds: $95.2M → $79.2M (-$16M)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% 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
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.46M
2
Wells Fargo
Wells Fargo
California
+$898K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$477K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$426K
5
Jane Street
Jane Street
New York
+$249K

Top Sellers

Rank Fund Capital Flow
1
BIP
Blueprint Investment Partners
North Carolina
-$6.8M
2
Raymond James Financial
Raymond James Financial
Florida
-$2.13M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.66M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.62M
5
LPL Financial
LPL Financial
California
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
26
Gateway Wealth Partners
Wisconsin
$560K -$47.4K -987 -8%
CPIG
27
Chicago Partners Investment Group
Illinois
$461K -$41.7K -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 +$152K +3,154 +59%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$419K +$11.5K +240 +3%
TRCT
32
Tower Research Capital (TRC)
New York
$416K -$1.62M -33,682 -80%
HI
33
Harbour Investments
Wisconsin
$330K -$50.2K -1,044 -14%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$308K +$99.2K +2,063 +51%
MWA
35
Medallion Wealth Advisors
Connecticut
$274K -$43.6K -907 -15%
MML Investors Services
36
MML Investors Services
Massachusetts
$261K -$34.6K -720 -12%
Jane Street
37
Jane Street
New York
$261K +$249K +5,170 New
WA
38
Waverly Advisors
Alabama
$248K +$12.4K +257 +6%
PWP
39
Prasad Wealth Partners
Ohio
$240K -$424K -8,815 -65%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$221K -$1.92K -40 -0.9%
WWMSC
41
Wagner Wealth Management (South Carolina)
South Carolina
$174K -$14.5K -302 -8%
PWAM
42
Private Wealth Asset Management
Iowa
$156K – – –
CAL
43
Capital Analysts LLC
Pennsylvania
$99K – – –
CWM
44
Cranbrook Wealth Management
Michigan
$91.8K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$81K – – –
CFD
46
Creative Financial Designs
Indiana
$74.7K +$9.95K +207 +16%
GI
47
GAMMA Investing
California
$73.8K – – –
AAS
48
Ameritas Advisory Services
Nebraska
$54.4K +$51.9K +1,079 New
AAG
49
Accordant Advisory Group
Maryland
$50.4K – – –
WW
50
Winnow Wealth
Texas
$50.4K +$48.1K +1,000 New
1
2
3 4

FYT Hedge Fund Activity: Q2 2025 in Review

65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q2 2025, worth a combined $79.2M — down 17% from $95.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FYT and 7 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 16 added.

The largest buyer was Citadel Advisors, adding an estimated $1.46M. The largest seller was Blueprint Investment Partners, cutting an estimated $6.8M.

  • 65 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q2 2025, down from 69 in Q1 2025.
  • Funds reported $79.2M of First Trust Small Cap Value AlphaDEX Fund stock for Q2 2025, down 17% quarter-over-quarter.
  • 7 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q2 2025 and 11 closed out, a net change of -4 holders.
  • The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q2 2025 was Citadel Advisors, an estimated $1.46M added.
  • The largest First Trust Small Cap Value AlphaDEX Fund seller in Q2 2025 was Blueprint Investment Partners, an estimated $6.8M sold.

Based on aggregated 13F filings for Q2 2025.