Who Owns FYT?
First Trust Small Cap Value AlphaDEX Fund — Institutional Ownership & 13F Holdings
$66.37
+0.08 (+0.12%)
Market Cap
$157.4M
Shares Outstanding
2,309,452
Institutional Holders
68
Total Inst. Value
$120.8M
% of Float Held
—
QoQ Holder Change
+17
Institutional data as of Q1 2025
New Positions
16
Closed Positions
11
Increased
12
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $48.2M | 970 |
| 2 | Blueprint Investment Partners LLC | $13.1M | 263,584 |
| 3 | MORGAN STANLEY | $8.7M | 175,848 |
| 4 | WELLS FARGO & COMPANY/MN | $8.3M | 165,933 |
| 5 | ROYAL BANK OF CANADA | $5.3M | 107,175 |
| 6 | RAYMOND JAMES FINANCIAL INC | $4.9M | 97,797 |
| 7 | Proactive Wealth Strategies LLCNew | $3.6M | 71,731 |
| 8 | UBS Group AG | $2.8M | 57,032 |
| 9 | TRUIST FINANCIAL CORP | $2.4M | 48,260 |
| 10 | Tower Research Capital LLC (TRC) | $2.1M | 41,933 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +42K | $4.9M |
| Proactive Wealth Strategies LLCNew | +72K | $3.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +26K | $1.8M |
| GAMMA Investing LLC | +71K | $1.5M |
| US BANCORP \DE\ | +1K | $1.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ROYAL BANK OF CANADA | -67K | $5.3M |
| WELLS FARGO & COMPANY/MN | -56K | $8.3M |
| Private Advisor Group, LLC | -56K | $973K |
| Blueprint Investment Partners LLC | -25K | $13.1M |
| Kingsview Wealth Management, LLC | -12K | $5K |
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Frequently Asked Questions
How many institutional investors hold FYT?
As of Q1 2025, 68 institutional investors report holding FYT (First Trust Small Cap Value AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FYT?
The largest institutional holder of FYT is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $48.2M in shares.
Are institutions buying or selling FYT?
This quarter, 16 institutions opened new positions in FYT and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.