First Trust Small Cap Value AlphaDEX Fund
FYT
64 hedge funds and large institutions have $111M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
17% more capital invested
Capital invested by funds: $94.9M → $111M (+$16.5M)
7.72% more ownership
Funds ownership: 69.27% → 76.99% (+7.7%)
0% more funds holding
Funds holding: 64 → 64 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.49M |
| 2 |
BFA
Blueprint Financial Advisors
Greensboto,
North Carolina
|
+$3.03M |
| 3 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$3.03M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.03M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$255K |
| 2 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$246K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$204K |
| 4 |
PWS
Proactive Wealth Strategies
Marietta,
Georgia
|
-$171K |
| 5 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
-$159K |
FYT Hedge Fund Activity: Q4 2025 in Review
64 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q4 2025, worth a combined $111M — up 17% from $94.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FYT positions and 5 closed out — a net gain of 1 holder — while 21 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.49M. The largest seller was Private Advisor Group, cutting an estimated $255K.
- 64 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $111M of First Trust Small Cap Value AlphaDEX Fund stock for Q4 2025, up 17% quarter-over-quarter.
- 6 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q4 2025 and 5 closed out, a net change of +1 holder.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q4 2025 was Morgan Stanley, an estimated $3.49M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q4 2025 was Private Advisor Group, an estimated $255K sold.
Based on aggregated 13F filings for Q4 2025.