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

First Trust Small Cap Value AlphaDEX Fund logo
$53.14 +0.23 (+0.43%)
As of 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Small Cap Value AlphaDEX Fund (NASDAQ:FYT)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$34.11M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$24.90M
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FYT Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025Belpointe Asset Management LLC13,378$665K0.0%-12.1%0.535%
5/16/2025Signature Estate & Investment Advisors LLC5,314$264K0.0%N/A0.213%
5/16/2025Jones Financial Companies Lllp14,724$673K0.0%+442.5%0.589%
5/15/2025Royal Bank of Canada107,175$5.33M0.0%-38.3%4.287%
5/14/2025Kestra Advisory Services LLC29,660$1.48M0.0%-11.0%1.186%
5/14/2025Capital Analysts LLC1,968$98K0.0%+39.5%0.079%
5/13/2025Raymond James Financial Inc.97,797$4.86M0.0%+76.1%3.912%
5/12/2025Blueprint Investment Partners LLC263,584$13.11M2.4%-8.7%10.543%
5/12/2025Benjamin Edwards Inc.13,970$695K0.0%N/A0.559%
5/9/2025Atria Wealth Solutions Inc.13,084$651K0.0%-38.1%0.523%
5/8/2025US Bancorp DE28,433$1.42M0.0%+4.3%1.137%
5/7/2025LPL Financial LLC220,729$10.98M0.0%-3.5%8.829%
5/6/2025Cetera Investment Advisers23,738$1.18M0.0%+39.1%0.950%
5/6/2025Avantax Advisory Services Inc.14,273$710K0.0%-2.4%0.571%
5/5/2025Private Advisor Group LLC19,560$973K0.0%-74.0%0.782%
5/2/2025Kingsview Wealth Management LLC95,056$4.73M0.1%-11.5%3.802%
5/1/2025Gateway Wealth Partners LLC12,094$601K0.1%+3.3%0.484%
4/29/2025Envestnet Asset Management Inc.48,962$2.44M0.0%-5.9%1.958%
4/23/2025Creative Financial Designs Inc. ADV1,275$63K0.0%-30.2%0.048%
4/23/2025Daymark Wealth Partners LLC20,914$1.04M0.0%N/A0.789%
4/23/2025Proactive Wealth Strategies LLC71,731$3.57M1.9%-2.8%2.707%
4/22/2025Cambridge Investment Research Advisors Inc.12,956$644K0.0%-2.3%0.489%
4/16/2025Wealth Enhancement Advisory Services LLC7,640$380K0.0%-7.3%0.278%
4/14/2025Daymark Wealth Partners LLC20,914$1.04M0.0%N/A0.761%
4/7/2025GAMMA Investing LLC72,755$3.62M0.0%+4,873.0%2.553%
3/17/2025Wealth Enhancement Advisory Services LLC8,240$453K0.0%N/A0.266%
3/12/2025Centaurus Financial Inc.10,031$552K0.0%N/A0.324%
2/17/2025Waverly Advisors LLC4,507$248K0.0%N/A0.145%
2/17/2025Two Sigma Investments LP7,800$429K0.0%-27.1%0.252%
2/17/2025Cetera Investment Advisers17,062$939K0.0%+40.7%0.550%
2/17/2025Citadel Advisors LLC5,640$310K0.0%-86.9%0.182%
2/14/2025Jane Street Group LLC4,979$274K0.0%N/A0.161%
2/14/2025Stifel Financial Corp11,875$653K0.0%-83.2%0.383%
2/14/2025Tower Research Capital LLC TRC 42,152$2.32M0.0%+152.1%1.360%
2/13/2025Belpointe Asset Management LLC15,213$852K0.1%+4.3%0.491%
2/13/2025Raymond James Financial Inc.55,521$3.05M0.0%N/A1.791%
2/13/2025Envestnet Asset Management Inc.52,053$2.86M0.0%-18.6%1.679%
2/13/2025Wells Fargo & Company MN221,824$12.20M0.0%-7.8%7.156%
2/12/2025Level Four Advisory Services LLC3,691$203K0.0%N/A0.119%
2/11/2025LPL Financial LLC228,747$12.58M0.0%-3.4%7.379%
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2/11/2025Blueprint Investment Partners LLC288,733$15.88M2.5%+12.8%9.314%
2/10/2025Harbour Investments Inc.7,738$426K0.0%-5.0%0.250%
2/10/2025Commonwealth Equity Services LLC40,241$2.21M0.0%+7.9%1.298%
2/10/2025Avantax Advisory Services Inc.14,627$805K0.0%+2.4%0.472%
2/7/2025Simplicity Wealth LLC290,153$15.96M3.3%+0.2%9.360%
2/7/2025PNC Financial Services Group Inc.1,688$93K0.0%+458.9%0.054%
2/6/2025Raymond James Financial Inc.55,521$3.05M0.0%N/A1.791%
2/6/2025Jones Financial Companies Lllp2,714$149K0.0%+69.8%0.088%
2/5/2025US Bancorp DE27,252$1.50M0.0%+2.5%0.879%
2/4/2025Prasad Wealth Partners LLC22,270$1.23M0.4%N/A0.718%
2/3/2025Private Advisor Group LLC75,180$4.14M0.0%-4.5%2.425%
1/31/2025Proactive Wealth Strategies LLC73,769$4.06M2.1%-5.6%2.380%
1/31/2025Atria Wealth Solutions Inc.21,134$1.16M0.0%+21.6%0.682%
1/31/2025D.A. Davidson & CO.3,924$216K0.0%-14.4%0.127%
1/31/2025Truist Financial Corp52,119$2.87M0.0%-1.9%1.681%
1/28/2025Kingsview Wealth Management LLC107,406$5.91M0.1%-8.4%3.465%
1/23/2025Gateway Wealth Partners LLC11,703$644K0.2%+4.0%0.378%
1/14/2025Pinnacle Bancorp Inc.13,413$738K0.2%+17.5%0.433%
1/3/2025GAMMA Investing LLC1,463$80K0.0%+16.2%0.048%
11/15/2024Stifel Financial Corp70,496$3.92M0.0%+32.0%2.311%
11/12/2024Kingsview Wealth Management LLC117,206$6.51M0.1%+55.6%3.843%
11/5/2024Proactive Wealth Strategies LLC78,119$4.34M2.4%N/A2.561%
11/5/2024Harbour Investments Inc.8,141$452K0.0%-88.0%0.267%
11/5/2024Northwest Wealth Management LLC3,731$207K0.0%N/A0.122%
10/29/2024Chicago Partners Investment Group LLC9,368$508K0.0%+2.3%0.307%
10/28/2024US Bancorp DE26,584$1.48M0.0%+4.0%0.872%
10/25/2024Gateway Wealth Partners LLC11,257$625K0.2%-5.1%0.369%
10/22/2024Private Advisor Group LLC78,702$4.37M0.0%-7.7%2.580%
10/10/2024Simplicity 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%
8/16/2024Gateway 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%
8/5/2024Private 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%
7/30/2024International 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%
7/10/2024Simplicity Wealth LLC284,978$14.75M0.3%+3.5%8.382%
7/2/2024M&R Capital Management Inc.7,720$400K0.1%-7.2%0.214%
7/2/2024GAMMA 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%
5/9/2024Koshinski Asset Management Inc.4,461$242K0.0%-41.4%0.126%
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5/8/2024Avantax Advisory Services Inc.9,960$541K0.0%+61.3%0.281%
5/8/2024US Bancorp DE25,157$1.37M0.0%+2.7%0.709%
5/4/20249258 Wealth Management LLC3,764$204K0.0%N/A0.105%
5/1/2024Janney Montgomery Scott LLC5,656$307K0.0%-11.3%0.157%
4/30/2024Private 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%
4/24/2024Simplicity 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%
(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, 65 institutional investors and hedge funds held shares of First Trust Small Cap Value AlphaDEX Fund. The most heavily invested institutionals were Simplicity Wealth LLC ($15.96M), Simplicity Solutions LLC ($14.88M), Blueprint Investment Partners LLC ($13.11M), Wells Fargo & Company MN ($12.20M), LPL Financial LLC ($10.98M), Regal Investment Advisors LLC ($6.90M), and Royal Bank of Canada ($5.33M).Learn more on First Trust Small Cap Value AlphaDEX Fund's institutional investors.

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

Of the 50 institutional investors that purchased First Trust Small Cap Value AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Simplicity Wealth LLC ($290.15K), International Assets Investment Management LLC ($262.46K), Raymond James Financial Inc. ($153.32K), Proactive Wealth Strategies LLC ($78.12K), GAMMA Investing LLC ($72.76K), Kingsview Wealth Management LLC ($67.42K), and Raymond James & Associates ($63.13K).

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

Institutional investors have bought a total of 640,845 shares in the last 24 months. This purchase volume represents approximately $34.11M in transactions.

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

Of the 25 institutional investors that sold First Trust Small Cap Value AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Advisor Group LLC ($76.75K), Royal Bank of Canada ($66.51K), Harbour Investments Inc. ($59.90K), Stifel Financial Corp ($58.62K), Citadel Advisors LLC ($37.33K), Blueprint Investment Partners LLC ($25.15K), and Kingsview Wealth Management LLC ($22.15K).

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

Institutional investors have sold a total of 473,750 shares in the last 24 months. This volume of shares sold represents approximately $24.90M in transactions.


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This page (NASDAQ:FYT) was last updated on 7/3/2025 by MarketBeat.com Staff
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