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First Trust Small Cap Value AlphaDEX Fund

64 hedge funds and large institutions have $94.9M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $79.2M → $94.9M (+$15.7M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6.54% more ownership

Funds ownership: 62.74%69.27% (+6.5%)

2% less funds holding

Funds holding: 6564 (-1)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
17
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$483K +$9.13K +168 +2%
SEIA
27
Signature Estate & Investment Advisors
California
$475K +$1.68K +31 +0.4%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$421K -$16.3K -300 -4%
HI
29
Harbour Investments
Wisconsin
$351K -$14.4K -266 -4%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$348K +$5.49K +101 +2%
WA
31
Waverly Advisors
Alabama
$347K +$70.6K +1,300 +26%
MWA
32
Medallion Wealth Advisors
Connecticut
$284K -$10.6K -195 -4%
PWP
33
Prasad Wealth Partners
Ohio
$265K -$1.52K -28 -0.6%
MML Investors Services
34
MML Investors Services
Massachusetts
$253K -$34.4K -634 -12%
PIA
35
Perennial Investment Advisors
California
$246K +$239K +4,409 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$239K -$1.83M -33,602 -89%
NWM
37
Northwest Wealth Management
Iowa
$204K +$199K +3,657 New
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$204K -$39.9K -735 -17%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$201K +$195K +3,591 New
LFAS
40
Level Four Advisory Services
Texas
$201K +$195K +3,591 New
WWMSC
41
Wagner Wealth Management (South Carolina)
South Carolina
$194K +$706 +13 +0.4%
PWAM
42
Private Wealth Asset Management
Iowa
$173K
FFA
43
Founders Financial Alliance
North Carolina
$159K +$154K +2,841 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$140K +$136K +2,495 New
CAL
45
Capital Analysts LLC
Pennsylvania
$110K
CWM
46
Cranbrook Wealth Management
Michigan
$102K
CFD
47
Creative Financial Designs
Indiana
$83.1K +$326 +6 +0.4%
GI
48
GAMMA Investing
California
$81.8K
TRCT
49
Tower Research Capital (TRC)
New York
$74.2K -$376K -6,924 -84%
AAS
50
Ameritas Advisory Services
Nebraska
$60.4K +$109 +2 +0.2%

FYT Hedge Fund Activity: Q3 2025 in Review

64 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q3 2025, worth a combined $94.9M — up 20% from $79.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FYT positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 24 trimmed.

The largest buyer was Blueprint Financial Advisors, opening a new position worth an estimated $9.57M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.83M sold.

  • 64 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q3 2025, down from 65 in Q2 2025.
  • Funds reported $94.9M of First Trust Small Cap Value AlphaDEX Fund stock for Q3 2025, up 20% quarter-over-quarter.
  • 8 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q3 2025 and 7 closed out, a net change of +1 holder.
  • The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q3 2025 was Blueprint Financial Advisors, an estimated $9.57M added.
  • The largest First Trust Small Cap Value AlphaDEX Fund seller in Q3 2025 was Citadel Advisors, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2025.