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First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

64 hedge funds and large institutions have $79M 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, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-4
Holders Change %
-5.88%
% 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
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.83M
2
Wells Fargo
Wells Fargo
California
$9.31M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.85M
5
Jane Street
Jane Street
New York
$261K

Top Sellers

1
BIP
Blueprint Investment Partners
North Carolina
$6.15M
2
Raymond James Financial
Raymond James Financial
Florida
$2.7M
3
TRCT
Tower Research Capital (TRC)
New York
$416K
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
LPL Financial
LPL Financial
California
$9.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.89M -$1.24M -24,521 -11%
Wells Fargo
2
Wells Fargo
California
$9.31M +$942K +18,687 +11%
Morgan Stanley
3
Morgan Stanley
New York
$7.94M -$932K -18,479 -11%
BIP
4
Blueprint Investment Partners
North Carolina
$6.15M -$7.14M -141,549 -54%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.85M +$447K +8,867 +8%
KWM
6
Kingsview Wealth Management
Oregon
$4.73M -$65.9K -1,307 -1%
PWS
7
Proactive Wealth Strategies
Georgia
$3.5M -$119K -2,350 -3%
Raymond James Financial
8
Raymond James Financial
Florida
$2.7M -$2.23M -44,312 -45%
UBS Group
9
UBS Group
Switzerland
$2.37M -$504K -9,987 -18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.26M -$210K -4,169 -9%
Truist Financial
11
Truist Financial
North Carolina
$2.17M -$264K -5,243 -11%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.91M +$132K +2,610 +7%
Citadel Advisors
13
Citadel Advisors
Florida
$1.83M +$1.54M +30,465 +515%
KAS
14
Kestra Advisory Services
Texas
$1.72M +$222K +4,409 +15%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.7M +$500K +9,923 +42%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.62M -$127K -2,526 -7%
US Bancorp
17
US Bancorp
Minnesota
$1.51M +$77.9K +1,543 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$955K +$63.6K +1,160 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$884K +$230K +4,564 +35%
PB
20
Pinnacle Bancorp
Nebraska
$676K – – –
BAM
21
Belpointe Asset Management
Nevada
$676K +$908 +18 +0.1%
AWS
22
Atria Wealth Solutions
New York
$672K -$8.53K -164 -1%
AAS
23
Avantax Advisory Services
Texas
$631K -$88.5K -1,754 -12%
Stifel Financial
24
Stifel Financial
Missouri
$600K -$231K -4,578 -28%
PAG
25
Private Advisor Group
New Jersey
$583K -$404K -8,003 -41%
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