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First Trust Small Cap Value AlphaDEX Fund
FYT

65 hedge funds and large institutions have $79.2M 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, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.43% less ownership

Funds ownership: 67.16% → 62.74% (-4.4%)

6% less funds holding

Funds holding: 69 → 65 (-4)

17% less capital invested

Capital invested by funds: $95.2M → $79.2M (-$16M)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% 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
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.46M
2
Wells Fargo
Wells Fargo
California
+$898K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$477K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$426K
5
Jane Street
Jane Street
New York
+$249K

Top Sellers

Rank Fund Capital Flow
1
BIP
Blueprint Investment Partners
North Carolina
-$6.8M
2
Raymond James Financial
Raymond James Financial
Florida
-$2.13M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.66M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.62M
5
LPL Financial
LPL Financial
California
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$48.9K – – –
JP Morgan Chase
52
JP Morgan Chase
New York
$35.2K -$974K -20,252 -97%
NS
53
NBC Securities
Alabama
$33K +$8.36K +174 +35%
MIM
54
MTM Investment Management
South Carolina
$30.5K – – –
TCOT
55
Trust Company of Toledo
Ohio
$24.9K +$23.7K +494 New
SS
56
Sunbelt Securities
Texas
$13.8K – – –
FFA
57
Farther Finance Advisors
California
$9.83K – – –
IA
58
IFP Advisors
Florida
$8.82K – – –
GRP
59
Global Retirement Partners
California
$7.46K +$7.11K +148 New
Citigroup
60
Citigroup
New York
$5.87K – – –
SWM
61
Spire Wealth Management
Virginia
$3.89K – – –
KGP
62
Keystone Global Partners
Colorado
$2.52K +$2.4K +50 New
CAM
63
Creekmur Asset Management
Illinois
$2.37K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.54K +32 New
TFA
65
Transamerica Financial Advisors
Florida
$1.56K – – –
Two Sigma Investments
66
Two Sigma Investments
New York
– -$1.66M -33,300 Closed
DWP
67
Daymark Wealth Partners
Ohio
– -$1.04M -20,914 Closed
BEI
68
Benjamin Edwards Inc
Missouri
– -$695K -13,970 Closed
HF
69
HRT Financial
New York
– -$474K -9,541 Closed
FTUS
70
Flow Traders U.S.
New York
– -$351K -7,059 Closed
SMC
71
Smith, Moore & Co
Missouri
– -$333K -6,699 Closed
CWM
72
Cornerstone Wealth Management
Missouri
– -$289K -5,810 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
– -$204K -4,106 Closed
FFA
74
Founders Financial Alliance
North Carolina
– -$141K -2,831 Closed
SPIA
75
Steward Partners Investment Advisory
New York
– -$4.72K -95 Closed
1 2
3
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FYT Hedge Fund Activity: Q2 2025 in Review

65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q2 2025, worth a combined $79.2M — down 17% from $95.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FYT and 7 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 16 added.

The largest buyer was Citadel Advisors, adding an estimated $1.46M. The largest seller was Blueprint Investment Partners, cutting an estimated $6.8M.

  • 65 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q2 2025, down from 69 in Q1 2025.
  • Funds reported $79.2M of First Trust Small Cap Value AlphaDEX Fund stock for Q2 2025, down 17% quarter-over-quarter.
  • 7 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q2 2025 and 11 closed out, a net change of -4 holders.
  • The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q2 2025 was Citadel Advisors, an estimated $1.46M added.
  • The largest First Trust Small Cap Value AlphaDEX Fund seller in Q2 2025 was Blueprint Investment Partners, an estimated $6.8M sold.

Based on aggregated 13F filings for Q2 2025.