Free Trial
→ War on Elon Escalates… (From Porter & Company) (Ad) Free FYT Stock Alerts

First Trust Small Cap Value AlphaDEX Fund (FYT) Institutional Ownership

First Trust Small Cap Value AlphaDEX Fund logo
$53.78
-0.82 (-1.50%)
(As of 10/31/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for First Trust Small Cap Value AlphaDEX Fund (NASDAQ:FYT)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$42.88M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$17.04M
Get FYT Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Small Cap Value AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FYT Institutional Buying and Selling by Quarter

First Trust Small Cap Value AlphaDEX Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/29/2024 Chicago Partners Investment Group LLC9,368$508K0.0%+2.3%0.307%
10/28/2024 US Bancorp DE26,584$1.48M0.0%+4.0%0.872%
10/25/2024 Gateway Wealth Partners LLC11,257$625K0.2%-5.1%0.369%
10/22/2024 Private Advisor Group LLC78,702$4.37M0.0%-7.7%2.580%
10/10/2024 Simplicity Wealth LLC289,519$16.08M1.5%+1.6%9.339%
9/5/2024Sanctuary Advisors LLC17,091$886K0.0%N/A0.534%
8/21/2024Truist Financial Corp51,285$2.65M0.0%-3.0%1.603%
8/16/2024 Gateway Wealth Partners LLC11,866$614K0.2%N/A0.371%
8/16/2024Regal Investment Advisors LLC133,414$6.90M0.5%+4.5%4.169%
8/16/2024Northwestern Mutual Wealth Management Co.2,184$113K0.0%-10.1%0.068%
8/13/2024Benjamin F. Edwards & Company Inc.87,030$4.50M0.1%+4.7%2.720%
8/8/2024Envestnet Asset Management Inc.63,408$3.28M0.0%-4.2%1.982%
8/5/2024 Private Advisor Group LLC85,266$4.41M0.0%-11.5%2.665%
8/3/20249258 Wealth Management LLC4,104$212K0.0%+9.0%0.128%
8/2/2024Belpointe Asset Management LLC16,244$841K0.1%-25.8%0.500%
7/31/2024Commonwealth Equity Services LLC53,983$2.79M0.0%-26.3%1.661%
7/30/2024 International Assets Investment Management LLC3,561$184K0.0%N/A0.110%
7/26/2024Harbour Investments Inc.67,634$3.50M0.1%+7.0%2.081%
7/22/2024Atria Wealth Solutions Inc.16,821$870K0.0%-43.5%0.502%
7/19/2024Raymond James & Associates79,662$4.12M0.0%-9.4%2.343%
7/10/2024 Simplicity Wealth LLC284,978$14.75M0.3%+3.5%8.382%
7/2/2024 M&R Capital Management Inc.7,720$400K0.1%-7.2%0.214%
7/2/2024 GAMMA Investing LLC1,259$65K0.0%N/A0.035%
5/17/2024Jaffetilchin Investment Partners LLC5,062$275K0.0%-78.1%0.141%
5/9/2024Kingsview Wealth Management LLC73,983$4.02M0.1%+9.6%2.084%
5/9/2024 Koshinski Asset Management Inc.4,461$242K0.0%-41.4%0.126%
5/8/2024Avantax Advisory Services Inc.9,960$541K0.0%+61.3%0.281%
5/8/2024 US Bancorp DE25,157$1.37M0.0%+2.7%0.709%
5/4/20249258 Wealth Management LLC3,764$204K0.0%N/A0.105%
5/1/2024 Janney Montgomery Scott LLC5,656$307K0.0%-11.3%0.157%
4/30/2024 Private Advisor Group LLC96,313$5.23M0.0%+4.9%2.675%
4/29/2024Commonwealth Equity Services LLC73,225$3.98M0.0%+1.3%2.034%
4/29/2024Benjamin F. Edwards & Company Inc.83,133$4.52M0.1%+10.6%2.309%
4/24/2024 Simplicity Wealth LLC275,221$14.95M0.4%N/A7.645%
4/23/2024Raymond James Financial Services Advisors Inc.42,399$2.30M0.0%-27.0%1.178%
4/22/2024Raymond James & Associates87,882$4.78M0.0%+255.1%2.441%
4/22/2024 Accordant Advisory Group Inc1,000$54K0.0%N/A0.028%
2/13/2024Belpointe Asset Management LLC24,478$1.33M0.1%-6.7%0.662%
2/9/2024 US Bancorp DE24,503$1.34M0.0%+4.8%0.662%
2/9/2024Tidemark LLC1,898$103K0.1%N/A0.051%
Elon knows the truth, which is why they want him silenced (Ad)

Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to humanity, there is a war being waged on Elon Musk. This war has nothing to do with X, Elon’s stance on immigration or his support for Donald Trump.

Watch this new documentary and you’ll discover what Elon knows,
2/9/2024Wells Fargo & Company MN257,977$14.03M0.0%-8.9%6.972%
2/8/2024Kingsview Wealth Management LLC67,520$3.67M0.1%+36.8%1.825%
2/7/2024Avantax Advisory Services Inc.6,175$336K0.0%N/A0.167%
2/6/2024 Private Advisor Group LLC91,824$4.99M0.0%+7.4%2.482%
2/6/2024Benjamin F. Edwards & Company Inc.75,140$4.09M0.1%+89.5%2.031%
2/2/2024Truist Financial Corp68,032$3.70M0.0%-57.4%1.890%
2/2/2024Atria Wealth Solutions Inc.31,185$1.70M0.0%+21.6%0.866%
1/29/2024Simplicity Solutions LLC273,559$14.88M0.4%+0.4%7.599%
1/29/2024 Koshinski Asset Management Inc.7,608$414K0.1%+46.2%0.211%
1/24/2024 International Assets Investment Management LLC258,896$14.08M0.0%N/A7.293%
1/19/2024 Wagner Wealth Management LLC3,850$209K0.1%-11.9%0.110%
1/16/2024Raymond James Financial Services Advisors Inc.58,052$3.16M0.0%-12.3%1.659%
1/16/2024Raymond James & Associates24,748$1.35M0.0%-25.4%0.707%
1/10/2024 Creative Financial Designs Inc. ADV15,632$850K0.1%+5.7%0.447%
1/10/2024 Cornerstone Wealth Management LLC5,810$316K0.0%N/A0.166%
11/16/2023Blueprint Investment Partners LLC256,733$12.06M3.9%+0.9%7.664%
11/16/2023Harbour Investments Inc.58,686$2.76M0.1%+3.7%1.752%
11/16/2023Belpointe Asset Management LLC26,240$1.23M0.1%-30.2%0.783%
11/14/2023Tower Research Capital LLC TRC 16,176$760K0.0%-32.7%0.483%
11/13/2023LPL Financial LLC256,069$12.03M0.0%-12.3%7.644%
11/13/2023Envestnet Asset Management Inc.172,719$8.11M0.0%-11.2%5.156%
11/13/2023Kestra Advisory Services LLC25,818$1.21M0.0%-0.8%0.771%
11/9/2023UBS Group AG76,979$3.62M0.0%+8.9%2.298%
11/8/2023D.A. Davidson & CO.4,747$223K0.0%-17.5%0.142%
11/8/2023 Janney Montgomery Scott LLC5,655$266K0.0%+11.9%0.169%
11/8/2023Atria Wealth Solutions Inc.25,649$1.21M0.0%+32.1%0.766%
11/7/2023Kingsview Wealth Management LLC49,354$2.32M0.1%+1.9%1.473%
11/7/2023Great Valley Advisor Group Inc.7,006$329K0.0%-11.0%0.209%
11/4/2023 NBC Securities Inc.700$32K0.0%N/A0.021%
11/3/2023 MGO One Seven LLC11,515$541K0.0%-30.8%0.344%
11/3/2023 Private Advisor Group LLC85,470$4.02M0.0%-0.8%2.551%
10/24/2023Raymond James Financial Services Advisors Inc.66,220$3.11M0.0%-0.6%1.977%
10/24/2023Raymond James & Associates33,160$1.56M0.0%-13.5%0.990%
10/24/2023 Cambridge Investment Research Advisors Inc.13,863$651K0.0%-7.0%0.414%
10/23/2023Commonwealth Equity Services LLC29,750$1.40M0.0%-4.2%0.888%
10/19/2023Simplicity Solutions LLC272,563$12.80M0.4%+1.3%8.136%
10/18/2023 Pinnacle Bancorp Inc.11,413$536K0.2%+70.3%0.341%
8/11/2023Kestra Advisory Services LLC26,039$1.20M0.0%-2.5%0.755%
8/10/2023Commonwealth Equity Services LLC31,049$1.43M0.0%-47.3%0.900%
8/10/2023 US Bancorp DE23,390$1.08M0.0%+1.4%0.678%
8/10/2023 Private Advisor Group LLC86,128$3.97M0.0%-3.4%2.496%
8/4/2023Envestnet Asset Management Inc.194,561$8.96M0.0%+9.9%5.639%
8/3/2023Atria Wealth Solutions Inc.19,419$895K0.0%-31.9%0.563%
8/1/2023Truist Financial Corp173,429$7.99M0.0%+2.2%5.027%
7/31/2023LPL Financial LLC292,148$13.46M0.0%-14.1%8.468%
7/28/2023 Koshinski Asset Management Inc.5,204$240K0.0%-31.9%0.151%
7/28/2023 Wagner Wealth Management LLC4,521$208K0.1%-12.0%0.131%
7/26/2023Simplicity Solutions LLC269,153$12.40M0.3%+23.9%7.802%
7/25/2023Raymond James Financial Services Advisors Inc.66,619$3.07M0.0%-1.3%1.931%
7/25/2023Raymond James & Associates38,321$1.77M0.0%-67.1%1.111%
Elon knows the truth, which is why they want him silenced (Ad)

Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to humanity, there is a war being waged on Elon Musk. This war has nothing to do with X, Elon’s stance on immigration or his support for Donald Trump.

Watch this new documentary and you’ll discover what Elon knows,
7/25/2023 Ameritas Advisory Services LLC8,453$386K0.0%+594.6%0.245%
7/13/2023 Cambridge Investment Research Advisors Inc.14,903$687K0.0%-2.2%0.426%
5/11/2023Envestnet Asset Management Inc.177,088$8.09M0.0%+897.3%4.541%
5/11/2023Commonwealth Equity Services LLC58,906$2.69M0.0%+2.2%1.510%
5/10/2023 Private Advisor Group LLC89,177$4.08M0.0%N/A2.287%
5/10/2023LPL Financial LLC340,272$15.55M0.0%+21.3%8.725%
5/9/2023Tower Research Capital LLC TRC 14,407$659K0.0%+56.1%0.369%
5/9/2023 US Bancorp DE23,067$1.05M0.0%+3.0%0.591%
5/8/2023 MGO One Seven LLC16,650$761K0.0%+58.9%0.427%
5/5/2023Truist Financial Corp169,632$7.75M0.0%+2,086.8%4.088%
(Data available from 1/1/2016 forward)

FYT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FYT shares?

During the previous two years, 53 institutional investors and hedge funds held shares of First Trust Small Cap Value AlphaDEX Fund. The most heavily invested institutionals were Simplicity Wealth LLC ($16.08M), Simplicity Solutions LLC ($14.88M), Wells Fargo & Company MN ($14.03M), Blueprint Investment Partners LLC ($12.06M), LPL Financial LLC ($12.03M), Regal Investment Advisors LLC ($6.90M), and Benjamin F. Edwards & Company Inc. ($4.50M).Learn more on FYT's institutional investors.

Which institutional investors have been buying First Trust Small Cap Value AlphaDEX Fund stock?

Of the 41 institutional investors that purchased First Trust Small Cap Value AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplicity Wealth LLC ($289.52K), International Assets Investment Management LLC ($279.16K), Simplicity Solutions LLC ($273.56K), Envestnet Asset Management Inc. ($178.06K), Truist Financial Corp ($165.67K), Raymond James & Associates ($117.44K), and Private Advisor Group LLC ($100.02K).

How much institutional buying is happening at First Trust Small Cap Value AlphaDEX Fund?

Institutional investors have bought a total of 1,829,269 shares in the last 24 months. This purchase volume represents approximately $132.81M in transactions.

Which First Trust Small Cap Value AlphaDEX Fund major shareholders have been selling company stock?

Of the 32 institutional investors that sold First Trust Small Cap Value AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($141.60K), Raymond James & Associates ($140.06K), Truist Financial Corp ($93.29K), Great Valley Advisor Group Inc. ($87.28K), LPL Financial LLC ($84.20K), First Trust Advisors LP ($83.80K), and Commonwealth Equity Services LLC ($48.40K).

How much institutional selling is happening at First Trust Small Cap Value AlphaDEX Fund?

Institutional investors have sold a total of 955,729 shares in the last 24 months. This volume of shares sold represents approximately $65.85M in transactions.


Related Companies

This page (NASDAQ:FYT) was last updated on 10/31/2024 by MarketBeat.com Staff
From Our Partners
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)
AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligen...
Traders Agency | Sponsored
Nvidia is Pivoting to Solve Big Tech’s $1 Trillion Problem
Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...
Weiss Ratings | Sponsored
“Buffett Indicator” Predicts 62% Stock Market Crash
The last time the "Buffett Indicator" flashed this red was in 2000 - right before the market crashed 50%.
Behind the Markets | Sponsored
Trump or Kamala? It may come down to this strange twist…
Could this be the key to America's second coming? A strange resurrection born in the hollers of Appalachia? ...
Porter & Company | Sponsored
625,000% Gain
The recent pullback in the crypto markets has left many investors in full-on panic mode, convinced the bull ru...
Crypto Swap Profits | Sponsored
Gold at $2,600... But This Stock Gives You More for Under $20
Gold just soared over $2,600 an ounce. But what if I told you there's a way to get exposure to MORE than an...
Monument Traders Alliance | Sponsored
CNBC’s ‘Prophet’ issues urgent Fed warning
"How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all...
Stansberry Research | Sponsored