First Trust Small Cap Value AlphaDEX Fund
FYT
FYT
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
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
75% less capital invested
Capital invested by funds: $379M → $94.9M (-$285M)
Holders
68
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.1M | |
| 2 | +$1.28M | |
| 3 | +$1.27M | |
| 4 |
JPMorgan Chase & Co
New York
|
+$1.04M |
| 5 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$1.04M |
Top Sellers
| 1 | -$16M | |
| 2 | -$3.31M | |
| 3 | -$2.78M | |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.77M |
| 5 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$1.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Comerica Bank
Dallas,
Texas
| – |
|
|||
77
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – |
|