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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

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
Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
7
Increased
12
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$2.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.28M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.27M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.04M
5
DWP
Daymark Wealth Partners
Ohio
+$1.04M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
-$16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.31M
3
Wells Fargo
Wells Fargo
California
-$2.78M
4
PAG
Private Advisor Group
New Jersey
-$2.77M
5
BIP
Blueprint Investment Partners
North Carolina
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
– -$22.3K -405 Closed
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
– -$18K -322 Closed
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