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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

64 hedge funds and large institutions have $79M 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, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-4
Holders Change %
-5.88%
% 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
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.54M
2
Wells Fargo
Wells Fargo
California
+$942K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$500K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$447K
5
Jane Street
Jane Street
New York
+$261K

Top Sellers

1
BIP
Blueprint Investment Partners
North Carolina
-$7.14M
2
Raymond James Financial
Raymond James Financial
Florida
-$2.23M
3
TRCT
Tower Research Capital (TRC)
New York
-$1.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.66M
5
LPL Financial
LPL Financial
California
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$35.2K -$1.02M -20,252 -97%
NS
52
NBC Securities
Alabama
$33K +$8.52K +174 +35%
MIM
53
MTM Investment Management
South Carolina
$30.5K – – –
TCOT
54
Trust Company of Toledo
Ohio
$24.9K +$24.9K +494 New
SS
55
Sunbelt Securities
Texas
$13.8K – – –
FFA
56
Farther Finance Advisors
California
$9.83K – – –
IA
57
IFP Advisors
Florida
$8.83K – – –
GRP
58
Global Retirement Partners
California
$7.46K +$7.46K +148 New
Citigroup
59
Citigroup
New York
$5.87K – – –
SWM
60
Spire Wealth Management
Virginia
$3.89K – – –
KGP
61
Keystone Global Partners
Colorado
$2.52K +$2.52K +50 New
CAM
62
Creekmur Asset Management
Illinois
$2.37K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +32 New
TFA
64
Transamerica Financial Advisors
Florida
$1.56K – – –
Two Sigma Investments
65
Two Sigma Investments
New York
– -$1.66M -33,300 Closed
DWP
66
Daymark Wealth Partners
Ohio
– -$1.04M -20,914 Closed
BEI
67
Benjamin Edwards Inc
Missouri
– -$695K -13,970 Closed
HF
68
HRT Financial
New York
– -$474K -9,541 Closed
FTUS
69
Flow Traders U.S.
New York
– -$351K -7,059 Closed
SMC
70
Smith, Moore & Co
Missouri
– -$333K -6,699 Closed
CWM
71
Cornerstone Wealth Management
Missouri
– -$289K -5,810 Closed
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
– -$204K -4,106 Closed
FFA
73
Founders Financial Alliance
North Carolina
– -$141K -2,831 Closed
SPIA
74
Steward Partners Investment Advisory
New York
– -$4.72K -95 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
– -$3.22K -65 Closed
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