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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
LPL Financial
1
LPL Financial
California
$9.89M -$1.18M -24,521 -11%
Wells Fargo
2
Wells Fargo
California
$9.31M +$898K +18,687 +11%
Morgan Stanley
3
Morgan Stanley
New York
$7.94M -$888K -18,479 -11%
BIP
4
Blueprint Investment Partners
North Carolina
$6.15M -$6.8M -141,549 -54%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.85M +$426K +8,867 +8%
KWM
6
Kingsview Wealth Management
Oregon
$4.73M -$62.8K -1,307 -1%
PWS
7
Proactive Wealth Strategies
Georgia
$3.5M -$113K -2,350 -3%
Raymond James Financial
8
Raymond James Financial
Florida
$2.7M -$2.13M -44,312 -45%
UBS Group
9
UBS Group
Switzerland
$2.37M -$480K -9,987 -18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.26M -$200K -4,169 -9%
Truist Financial
11
Truist Financial
North Carolina
$2.17M -$252K -5,243 -11%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.91M +$125K +2,610 +7%
Citadel Advisors
13
Citadel Advisors
Florida
$1.83M +$1.46M +30,465 +515%
KAS
14
Kestra Advisory Services
Texas
$1.72M +$212K +4,409 +15%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.7M +$477K +9,923 +42%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.62M -$121K -2,526 -7%
US Bancorp
17
US Bancorp
Minnesota
$1.51M +$74.2K +1,543 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$884K +$219K +4,564 +35%
Osaic Holdings
19
Osaic Holdings
Arizona
$821K +$481 +10 +0.1%
PB
20
Pinnacle Bancorp
Nebraska
$676K
BAM
21
Belpointe Asset Management
Nevada
$676K +$865 +18 +0.1%
AWS
22
Atria Wealth Solutions
New York
$672K -$7.88K -164 -1%
AAS
23
Avantax Advisory Services
Texas
$631K -$84.3K -1,754 -12%
Stifel Financial
24
Stifel Financial
Missouri
$600K -$220K -4,578 -28%
PAG
25
Private Advisor Group
New Jersey
$583K -$385K -8,003 -41%

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.