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First Trust Small Cap Value AlphaDEX Fund
FYT

64 hedge funds and large institutions have $111M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $94.9M → $111M (+$16.5M)

7.72% more ownership

Funds ownership: 69.27% → 76.99% (+7.7%)

0% more funds holding

Funds holding: 64 → 64 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
21
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.49M
2
BFA
Blueprint Financial Advisors
North Carolina
+$3.03M
3
BIP
Blueprint Investment Partners
North Carolina
+$3.03M
4
KWM
Kingsview Wealth Management
Oregon
+$2.03M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$255K
2
PIA
Perennial Investment Advisors
California
-$246K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$204K
4
PWS
Proactive Wealth Strategies
Georgia
-$171K
5
FFA
Founders Financial Alliance
North Carolina
-$159K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
TCFG Wealth Management
California
$511K – – –
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$445K – – –
Corient Private Wealth
28
Corient Private Wealth
Florida
$404K +$398K +7,130 New
PAG
29
Private Advisor Group
New Jersey
$383K -$255K -4,569 -40%
SEIA
30
Signature Estate & Investment Advisors
California
$365K -$115K -2,055 -24%
WA
31
Waverly Advisors
Alabama
$352K -$558 -10 -0.2%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$345K -$5.63K -101 -2%
MML Investors Services
33
MML Investors Services
Massachusetts
$324K +$65.9K +1,182 +26%
HI
34
Harbour Investments
Wisconsin
$311K -$45K -806 -13%
MWA
35
Medallion Wealth Advisors
Connecticut
$292K +$3.68K +66 +1%
AA
36
Advisory Alpha
Michigan
$282K +$278K +4,975 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$273K +$30.5K +547 +13%
AA
38
Advisory Advocates
Michigan
$267K +$262K +4,702 New
PWP
39
Prasad Wealth Partners
Ohio
$256K -$12.1K -216 -5%
NWM
40
Northwest Wealth Management
Iowa
$207K – – –
FPAS
41
Focus Partners Advisor Solutions
Missouri
$207K +$204K +3,657 New
LFAS
42
Level Four Advisory Services
Texas
$204K – – –
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$201K -$2.96K -53 -1%
WWMSC
44
Wagner Wealth Management (South Carolina)
South Carolina
$191K -$5.41K -97 -3%
JP Morgan Chase
45
JP Morgan Chase
New York
$177K +$123K +2,198 +238%
PWAM
46
Private Wealth Asset Management
Iowa
$176K – – –
CAL
47
Capital Analysts LLC
Pennsylvania
$112K – – –
CWM
48
Cranbrook Wealth Management
Michigan
$103K – – –
CFD
49
Creative Financial Designs
Indiana
$85.5K +$1.12K +20 +1%
GI
50
GAMMA Investing
California
$71.4K -$11.4K -204 -14%
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FYT Hedge Fund Activity: Q4 2025 in Review

64 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q4 2025, worth a combined $111M — up 17% from $94.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FYT positions and 5 closed out — a net gain of 1 holder — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.49M. The largest seller was Private Advisor Group, cutting an estimated $255K.

  • 64 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $111M of First Trust Small Cap Value AlphaDEX Fund stock for Q4 2025, up 17% quarter-over-quarter.
  • 6 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q4 2025 was Morgan Stanley, an estimated $3.49M added.
  • The largest First Trust Small Cap Value AlphaDEX Fund seller in Q4 2025 was Private Advisor Group, an estimated $255K sold.

Based on aggregated 13F filings for Q4 2025.