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

First Trust Small Cap Value AlphaDEX Fund logo
$47.71 +1.01 (+2.15%)
As of 04:00 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)
33
Total
Institutional Inflows
(last 12 months)
$30.90M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$17.67M
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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
5/2/2025Kingsview Wealth Management LLC95,056$4.73M0.1%-11.5%3.802%
5/1/2025Gateway Wealth Partners LLC12,094$601K0.1%+3.3%0.484%
4/29/2025 Envestnet Asset Management Inc.48,962$2.44M0.0%-5.9%1.958%
4/23/2025 Creative Financial Designs Inc. ADV1,275$63K0.0%-30.2%0.048%
4/23/2025 Daymark Wealth Partners LLC20,914$1.04M0.0%N/A0.789%
4/23/2025 Proactive Wealth Strategies LLC71,731$3.57M1.9%-2.8%2.707%
4/22/2025 Cambridge Investment Research Advisors Inc.12,956$644K0.0%-2.3%0.489%
4/16/2025 Wealth Enhancement Advisory Services LLC7,640$380K0.0%-7.3%0.278%
4/14/2025 Daymark Wealth Partners LLC20,914$1.04M0.0%N/A0.761%
4/7/2025 GAMMA Investing LLC72,755$3.62M0.0%+4,873.0%2.553%
3/17/2025 Wealth 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%
2/13/2025 Envestnet 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%
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%
2/7/2025 Simplicity 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%
1/31/2025 Proactive 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%
1/31/2025 D.A. Davidson & CO.3,924$216K0.0%-14.4%0.127%
1/31/2025 Truist Financial Corp52,119$2.87M0.0%-1.9%1.681%
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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%
1/14/2025 Pinnacle Bancorp Inc.13,413$738K0.2%+17.5%0.433%
1/3/2025 GAMMA 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%
11/5/2024 Proactive Wealth Strategies LLC78,119$4.34M2.4%N/A2.561%
11/5/2024Harbour Investments Inc.8,141$452K0.0%-88.0%0.267%
11/5/2024 Northwest 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%
10/10/2024 Simplicity Wealth LLC289,519$16.08M1.5%+1.6%9.339%
9/5/2024Sanctuary Advisors LLC17,091$886K0.0%N/A0.534%
8/21/2024 Truist 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%
8/8/2024 Envestnet 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%
7/30/2024 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%
7/2/2024M&R Capital Management Inc.7,720$400K0.1%-7.2%0.214%
7/2/2024 GAMMA Investing LLC1,259$65K0.0%N/A0.035%
5/17/2024 Jaffetilchin 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%
5/8/2024US Bancorp DE25,157$1.37M0.0%+2.7%0.709%
5/4/20249258 Wealth Management LLC3,764$204K0.0%N/A0.105%
5/1/2024 Janney 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%
4/24/2024 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%
2/9/2024US Bancorp DE24,503$1.34M0.0%+4.8%0.662%
2/9/2024Tidemark LLC1,898$103K0.1%N/A0.051%
2/9/2024Wells Fargo & Company MN257,977$14.03M0.0%-8.9%6.972%
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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%
2/6/2024Private 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%
2/2/2024 Truist 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%
(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, 61 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), Blueprint Investment Partners LLC ($15.88M), Simplicity Solutions LLC ($14.88M), LPL Financial LLC ($12.58M), Wells Fargo & Company MN ($12.20M), Regal Investment Advisors LLC ($6.90M), and Kingsview Wealth Management LLC ($4.73M).Learn more on FYT's institutional investors.

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

Of the 49 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 ($290.15K), International Assets Investment Management LLC ($262.46K), Envestnet Asset Management Inc. ($176.80K), Truist Financial Corp ($165.67K), Raymond James Financial Inc. ($111.04K), Private Advisor Group LLC ($100.02K), and Proactive Wealth Strategies LLC ($78.12K).

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

Institutional investors have bought a total of 1,862,596 shares in the last 24 months. This purchase volume represents approximately $117.93M in transactions.

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

Of the 31 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 & Associates ($99.89K), Truist Financial Corp ($94.30K), LPL Financial LLC ($92.13K), Great Valley Advisor Group Inc. ($85.16K), Harbour Investments Inc. ($59.90K), Stifel Financial Corp ($58.62K), 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 826,891 shares in the last 24 months. This volume of shares sold represents approximately $45.90M in transactions.


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This page (NASDAQ:FYT) was last updated on 5/2/2025 by MarketBeat.com Staff
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