FYT icon

First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

63 hedge funds and large institutions have $77.1M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
63
Holders Change
-5
Holders Change %
-7.35%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
15
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.83M
2
Wells Fargo
2
Wells Fargo
California
$9.31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.85M
5
Jane Street
5
Jane Street
New York
$261K

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$6.15M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.7M
3
TRCT
3
Tower Research Capital (TRC)
New York
$416K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
LPL Financial
5
LPL Financial
California
$9.89M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$35.2K 698 -20,252 -97%
NS
52
NBC Securities
Alabama
$33K 674 +174 +35%
MIM
53
MTM Investment Management
South Carolina
$30.5K 605 – –
TCOT
54
Trust Company of Toledo
Ohio
$24.9K 494 +494 New
SS
55
Sunbelt Securities
Texas
$13.8K 250 – –
FFA
56
Farther Finance Advisors
California
$9.83K 195 – –
IA
57
IFP Advisors
Florida
$8.83K 175 – –
GRP
58
Global Retirement Partners
California
$7.46K 148 +148 New
Citigroup
59
Citigroup
New York
$5.87K 116 – –
SWM
60
Spire Wealth Management
Virginia
$3.89K 77 – –
KGP
61
Keystone Global Partners
Colorado
$2.52K 50 +50 New
CAM
62
Creekmur Asset Management
Illinois
$2.37K 47 – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$2K 32 +32 New
TFA
64
Transamerica Financial Advisors
Florida
$1.56K 31 – –
Two Sigma Investments
65
Two Sigma Investments
New York
– – -33,300 Closed
DWP
66
Daymark Wealth Partners
Ohio
– – -20,914 Closed
BEI
67
Benjamin Edwards Inc
Missouri
– – -13,970 Closed
HF
68
HRT Financial
New York
– – -9,541 Closed
FTUS
69
Flow Traders U.S.
New York
– – -7,059 Closed
SMC
70
Smith, Moore & Co
Missouri
– – -6,699 Closed
CWM
71
Cornerstone Wealth Management
Missouri
– – -5,810 Closed
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
– – -4,106 Closed
FFA
73
Founders Financial Alliance
North Carolina
– – -2,831 Closed
SPIA
74
Steward Partners Investment Advisory
New York
– – -95 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
– – -65 Closed
1 2
3