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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 %
BIP
1
Blueprint Investment Partners
North Carolina
$13.1M -$1.25M -25,149 -9%
LPL Financial
2
LPL Financial
California
$11M -$399K -8,018 -4%
Morgan Stanley
3
Morgan Stanley
New York
$8.74M -$302K -6,071 -3%
Wells Fargo
4
Wells Fargo
California
$8.25M -$2.78M -55,891 -25%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.33M -$3.31M -66,505 -38%
Raymond James Financial
6
Raymond James Financial
Florida
$4.86M +$2.1M +42,276 +76%
KWM
7
Kingsview Wealth Management
Oregon
$4.73M -$614K -12,350 -11%
PWS
8
Proactive Wealth Strategies
Georgia
$3.57M -$101K -2,038 -3%
UBS Group
9
UBS Group
Switzerland
$2.84M -$108K -2,171 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.43M -$154K -3,091 -6%
Truist Financial
11
Truist Financial
North Carolina
$2.4M -$192K -3,859 -7%
TRCT
12
Tower Research Capital (TRC)
New York
$2.09M -$10.9K -219 -0.5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.75M +$1.28M +25,724 +270%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.72M -$280K -5,622 -14%
Two Sigma Investments
15
Two Sigma Investments
New York
$1.66M +$1.27M +25,500 +327%
KAS
16
Kestra Advisory Services
Texas
$1.47M -$183K -3,676 -11%
US Bancorp
17
US Bancorp
Minnesota
$1.42M +$58.8K +1,181 +4%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.18M +$332K +6,676 +39%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.04M +$1.04M +20,950 New
DWP
20
Daymark Wealth Partners
Ohio
$1.04M +$1.04M +20,914 New
PAG
21
Private Advisor Group
New Jersey
$973K -$2.77M -55,620 -74%
Stifel Financial
22
Stifel Financial
Missouri
$820K +$229K +4,608 +39%
Osaic Holdings
23
Osaic Holdings
Arizona
$810K -$26.2K -526 -3%
AAS
24
Avantax Advisory Services
Texas
$710K -$17.6K -354 -2%
BEI
25
Benjamin Edwards Inc
Missouri
$695K +$695K +13,970 New
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