First Trust Small Cap Value AlphaDEX Fund
FYT
69 hedge funds and large institutions have $95.2M 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, 30 reducing their positions, and 9 closing their positions.
5% less funds holding
Funds holding: 73 → 69 (-4)
11.93% less ownership
Funds ownership: 79.1% → 67.16% (-12%)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
60% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 30
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
75% less capital invested
Capital invested by funds: $380M → $95.2M (-$285M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.25M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.37M |
| 3 |
Two Sigma Investments
New York
|
+$1.36M |
| 4 |
JP Morgan Chase
New York
|
+$1.11M |
| 5 |
DWP
Daymark Wealth Partners
Cincinnati,
Ohio
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$16M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.54M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.97M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.96M |
| 5 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWM
76
Northwest Wealth Management
Spencer,
Iowa
| – | -$201K | -3,657 | Closed |
|
77
Comerica Bank
Dallas,
Texas
| – | -$22.3K | -405 | Closed |
|
78
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$18K | -322 | Closed |
|
FYT Hedge Fund Activity: Q1 2025 in Review
69 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q1 2025, worth a combined $95.2M — down 75% from $380M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FYT and 7 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 12 added.
The largest buyer was Raymond James Financial, adding an estimated $2.25M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $16M sold.
- 69 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q1 2025, down from 73 in Q4 2024.
- Funds reported $95.2M of First Trust Small Cap Value AlphaDEX Fund stock for Q1 2025, down 75% quarter-over-quarter.
- 7 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q1 2025 and 9 closed out, a net change of -2 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q1 2025 was Raymond James Financial, an estimated $2.25M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q1 2025 was Simplicity Wealth, an estimated $16M sold.
Based on aggregated 13F filings for Q1 2025.