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First Trust Small Cap Value AlphaDEX Fund

65 hedge funds and large institutions have $79.2M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.43% less ownership

Funds ownership: 67.16%62.74% (-4.4%)

6% less funds holding

Funds holding: 6965 (-4)

17% less capital invested

Capital invested by funds: $95.2M → $79.2M (-$16M)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
-4
Holders Change %
-5.8%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
16
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
-$3.22K -65 Closed

FYT Hedge Fund Activity: Q2 2025 in Review

65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q2 2025, worth a combined $79.2M — down 17% from $95.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FYT and 7 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 16 added.

The largest buyer was Citadel Advisors, adding an estimated $1.46M. The largest seller was Blueprint Investment Partners, cutting an estimated $6.8M.

  • 65 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q2 2025, down from 69 in Q1 2025.
  • Funds reported $79.2M of First Trust Small Cap Value AlphaDEX Fund stock for Q2 2025, down 17% quarter-over-quarter.
  • 7 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q2 2025 and 11 closed out, a net change of -4 holders.
  • The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q2 2025 was Citadel Advisors, an estimated $1.46M added.
  • The largest First Trust Small Cap Value AlphaDEX Fund seller in Q2 2025 was Blueprint Investment Partners, an estimated $6.8M sold.

Based on aggregated 13F filings for Q2 2025.