First Trust Small Cap Value AlphaDEX Fund
FYT
66 hedge funds and large institutions have $109M invested in First Trust Small Cap Value AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
3% more funds holding
Funds holding: 64 → 66 (+2)
2% less capital invested
Capital invested by funds: $111M → $109M (-$2.11M)
6.3% less ownership
Funds ownership: 76.85% → 70.56% (-6.3%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$10.9M |
| 2 |
PWS
Proactive Wealth Strategies
Marietta,
Georgia
|
+$3.69M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.66M |
| 4 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$1.24M |
| 5 |
Two Sigma Investments
New York
|
+$953K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Blueprint Financial Advisors
Greensboto,
North Carolina
|
-$13.1M |
| 2 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$13.1M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.92M |
| 5 |
Morgan Stanley
New York
|
-$1.13M |
FYT Hedge Fund Activity: Q1 2026 in Review
66 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q1 2026, worth a combined $109M — down 1.9% from $111M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FYT positions and 4 closed out — a net gain of 3 holders — while 23 added to existing stakes and 19 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $10.9M. The largest seller was Blueprint Financial Advisors, exiting entirely with an estimated $13.1M sold.
- 66 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q1 2026, up from 64 in Q4 2025.
- Funds reported $109M of First Trust Small Cap Value AlphaDEX Fund stock for Q1 2026, down 1.9% quarter-over-quarter.
- 7 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q1 2026 and 4 closed out, a net change of +3 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q1 2026 was Cambridge Investment Research Advisors, an estimated $10.9M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q1 2026 was Blueprint Financial Advisors, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2026.