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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

68 hedge funds and large institutions have $94.9M 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, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-4
Holders Change %
-5.56%
% 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
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$2.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.28M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.27M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.04M
5
DWP
Daymark Wealth Partners
Ohio
+$1.04M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
-$16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.31M
3
Wells Fargo
Wells Fargo
California
-$2.78M
4
PAG
Private Advisor Group
New Jersey
-$2.77M
5
BIP
Blueprint Investment Partners
North Carolina
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
$98K +$27.7K +557 +39%
CWM
52
Cranbrook Wealth Management
Michigan
$90.5K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$79.9K -$4.08K -82 -5%
GI
54
GAMMA Investing
California
$72.8K – – –
CFD
55
Creative Financial Designs
Indiana
$63.4K -$27.5K -552 -30%
AAG
56
Accordant Advisory Group
Maryland
$49.7K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$48.2K – – –
MIM
58
MTM Investment Management
South Carolina
$30.1K – – –
NS
59
NBC Securities
Alabama
$24K +$24K +500 New
SS
60
Sunbelt Securities
Texas
$12.4K – – –
FFA
61
Farther Finance Advisors
California
$9.7K – – –
IA
62
IFP Advisors
Florida
$8.7K – – –
Citigroup
63
Citigroup
New York
$5.79K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$4.72K – – –
SWM
65
Spire Wealth Management
Virginia
$3.84K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$3.22K -$24.4K -492 -88%
CAM
67
Creekmur Asset Management
Illinois
$2.34K – – –
TFA
68
Transamerica Financial Advisors
Florida
$2K – – –
SW
69
Simplicity Wealth
New Jersey
– -$16M -290,153 Closed
CF
70
Centaurus Financial
California
– -$552K -10,031 Closed
Jane Street
71
Jane Street
New York
– -$274K -4,979 Closed
DADC
72
D.A. Davidson & Co
Montana
– -$216K -3,924 Closed
LFAS
73
Level Four Advisory Services
Texas
– -$203K -3,691 Closed
NWM
74
Northwest Wealth Management
Iowa
– -$201K -3,657 Closed
FPAS
75
Focus Partners Advisor Solutions
Missouri
– -$201K -3,657 Closed
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