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First Trust Small Cap Value AlphaDEX Fund

64 hedge funds and large institutions have $94.9M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $79.2M → $94.9M (+$15.7M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6.54% more ownership

Funds ownership: 62.74%69.27% (+6.5%)

2% less funds holding

Funds holding: 6564 (-1)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
17
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
51
Accordant Advisory Group
Maryland
$55.9K
JP Morgan Chase
52
JP Morgan Chase
New York
$51.6K +$12.2K +225 +32%
MIM
53
MTM Investment Management
South Carolina
$33.8K
TCOT
54
Trust Company of Toledo
Ohio
$27.6K
Fidelity Investments
55
Fidelity Investments
Massachusetts
$16.3K +$15.8K +291 New
SS
56
Sunbelt Securities
Texas
$14K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$11.5K -$76K -1,400 -87%
FFA
58
Farther Finance Advisors
California
$10.9K
IA
59
IFP Advisors
Florida
$9.78K
NS
60
NBC Securities
Alabama
$9.72K -$27.2K -500 -74%
GRP
61
Global Retirement Partners
California
$8.27K
SWM
62
Spire Wealth Management
Virginia
$4.31K
CAM
63
Creekmur Asset Management
Illinois
$2.24K -$380 -7 -15%
TFA
64
Transamerica Financial Advisors
Florida
$683 -$978 -18 -58%
Citadel Advisors
65
Citadel Advisors
Florida
-$1.83M -36,375 Closed
Jane Street
66
Jane Street
New York
-$261K -5,170 Closed
WW
67
Winnow Wealth
Texas
-$50.4K -1,000 Closed
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
-$48.9K -970 Closed
Citigroup
69
Citigroup
New York
-$5.87K -116 Closed
KGP
70
Keystone Global Partners
Colorado
-$2.52K -50 Closed
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
-$2K -32 Closed

FYT Hedge Fund Activity: Q3 2025 in Review

64 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q3 2025, worth a combined $94.9M — up 20% from $79.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FYT positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 24 trimmed.

The largest buyer was Blueprint Financial Advisors, opening a new position worth an estimated $9.57M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.83M sold.

  • 64 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q3 2025, down from 65 in Q2 2025.
  • Funds reported $94.9M of First Trust Small Cap Value AlphaDEX Fund stock for Q3 2025, up 20% quarter-over-quarter.
  • 8 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q3 2025 and 7 closed out, a net change of +1 holder.
  • The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q3 2025 was Blueprint Financial Advisors, an estimated $9.57M added.
  • The largest First Trust Small Cap Value AlphaDEX Fund seller in Q3 2025 was Citadel Advisors, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2025.