First Trust Small Cap Value AlphaDEX Fund
FYT • NASDAQ
First Trust Small Cap Value AlphaDEX Fund is an exchange-traded fund on NASDAQ. As of Q3 2025, 63 institutional investors hold shares in this ETF, with total holdings valued at $94.6M. LPL Financial LLC is the largest holder with a position valued at $11.8M.
Overview
Overview of institutional ownership in FYT as of Q3 2025
All Institutions
- Institutions
- 63
- Value Held
- $94.6M
- Shares Held
- 1.7M
- Avg Position
- $1.5M
- Median Position
- $264.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in FYT as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $11.8M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $10.1M 0.00% of portfolio |
 Blueprint Investment Partners LLC Long Only Manager | $9.8M 1.39% of portfolio |
Blueprint Financial Advisors LLC RIA/Wealth | $9.8M 2.13% of portfolio |
 MORGAN STANLEY RIA/Wealth | $8.9M 0.00% of portfolio |
 Kingsview Wealth Management, LLC RIA/Wealth | $5.2M 0.08% of portfolio |
R ROYAL BANK OF CANADA Institution | $5.1M 0.00% of portfolio |
 Proactive Wealth Strategies LLC RIA/Wealth | $3.7M 1.58% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.8M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $2.8M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FYT in Q3 2025
- Traded
- +$8.9M
- Buyers
- 25
- Sellers
- 30
- Total Bought
- +$16.4M
- Total Sold
- −$7.5M
- Avg Position
- $1.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Blueprint Financial Advisors LLC RIA/Wealth | +$9.8M +176.2K shares |
Blueprint Investment Partners LLC Long Only Manager | +$3.0M +54.2K shares |
Cetera Investment Advisers RIA/Wealth | +$935.2K +16.7K shares |
L LPL Financial LLC Institution | +$835.8K +15.0K shares |
 Perennial Investment Advisors, LLC RIA/Wealth | +$246.4K +4.4K shares |
 NORTHWEST WEALTH MANAGEMENT, LLC RIA/Wealth | +$204.4K +3.7K shares |
 LEVEL FOUR ADVISORY SERVICES, LLC RIA/Wealth | +$200.7K +3.6K shares |
 Janney Montgomery Scott LLC RIA/Wealth | +$200.7K +3.6K shares |
 Founders Financial Alliance, LLC RIA/Wealth | +$158.8K +2.8K shares |
MORGAN STANLEY RIA/Wealth | +$150.0K +2.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.9M −33.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.8M −36.4K shares |
R ROYAL BANK OF CANADA Institution | −$1.4M −24.5K shares |
 UBS Group AG Institution | −$492.1K −8.8K shares |
T Tower Research Capital LLC Institution | −$387.0K −6.9K shares |
J JANE STREET GROUP, LLC Institution | −$260.7K −5.2K shares |
WELLS FARGO & COMPANY/MN Institution | −$237.8K −4.3K shares |
Proactive Wealth Strategies LLC RIA/Wealth | −$203.2K −3.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$161.4K −2.9K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$110.9K −2.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FYT in Q3 2025
- New Positions
- 2
- New Value
- $10.1M
- Exited Positions
- 7
- Exited Value
- $2.2M
New Positions
| Institution | Position Value |
|---|---|
Blueprint Financial Advisors LLC RIA/Wealth | $9.8M 176.2K shares |
Perennial Investment Advisors, LLC RIA/Wealth | $246.4K 4.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.8M 36.4K shares |
J JANE STREET GROUP, LLC Institution | $260.7K 5.2K shares |
 WINNOW WEALTH LLC RIA/Wealth | $50.4K 1.0K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $48.9K 970.0 shares |
 CITIGROUP INC Institution | $5.9K 116.0 shares |
 Keystone Global Partners, LLC RIA/Wealth | $2.5K 50.0 shares |
 CWM, LLC RIA/Wealth | $1.6K 32.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FYT as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FYT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Blueprint Financial Advisors LLC RIA/Wealth | 2.13% $9.8M |
Proactive Wealth Strategies LLC RIA/Wealth | 1.58% $3.7M |
Blueprint Investment Partners LLC Long Only Manager | 1.39% $9.8M |
P Pinnacle Bank Institution | 0.22% $749.7K |
T TCFG WEALTH MANAGEMENT, LLC Institution | 0.20% $503.5K |
 Gateway Wealth Partners, LLC RIA/Wealth | 0.09% $672.2K |
Kingsview Wealth Management, LLC RIA/Wealth | 0.08% $5.2M |
 Prasad Wealth Partners, LLC RIA/Wealth | 0.07% $264.8K |
W Wagner Wealth Management, LLC Institution | 0.05% $193.9K |
 Accordant Advisory Group Inc RIA/Wealth | 0.04% $55.9K |