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First Trust Small Cap Value AlphaDEX Fund

64 hedge funds and large institutions have $94.9M invested in First Trust Small Cap Value AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $79.2M → $94.9M (+$15.7M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5.26% more ownership

Funds ownership: 64.02%69.27% (+5.3%)

2% less funds holding

Funds holding: 6564 (-1)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
17
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change

FYT Hedge Fund Activity: Q3 2025 in Review

64 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q3 2025, worth a combined $94.9M — up 20% from $79.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FYT positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 24 trimmed.

The largest buyer was Blueprint Financial Advisors, opening a new position worth an estimated $9.57M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.83M sold.

  • 64 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q3 2025, down from 65 in Q2 2025.
  • Funds reported $94.9M of First Trust Small Cap Value AlphaDEX Fund stock for Q3 2025, up 20% quarter-over-quarter.
  • 8 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q3 2025 and 7 closed out, a net change of +1 holder.
  • The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q3 2025 was Blueprint Financial Advisors, an estimated $9.57M added.
  • The largest First Trust Small Cap Value AlphaDEX Fund seller in Q3 2025 was Citadel Advisors, an estimated $1.83M sold.

Based on aggregated 13F filings for Q3 2025.