Who Owns FYX?
First Trust Small Cap Core AlphaDEX Fund — Institutional Ownership & 13F Holdings
$132.11
+0.01 (+0.00%)
Market Cap
$1.1B
Shares Outstanding
7,980,455
Institutional Holders
154
Total Inst. Value
$464.9M
% of Float Held
—
QoQ Holder Change
+54
Institutional data as of Q1 2025
New Positions
34
Closed Positions
21
Increased
43
Decreased
46
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $69.2M | 768,091 |
| 2 | WELLS FARGO & COMPANY/MN | $56.7M | 629,926 |
| 3 | BANK OF AMERICA CORP /DE/ | $40.1M | 444,766 |
| 4 | RAYMOND JAMES FINANCIAL INC | $39.9M | 442,791 |
| 5 | ROYAL BANK OF CANADA | $34.0M | 377,317 |
| 6 | Janney Montgomery Scott LLCNew | $22.6M | 250,935 |
| 7 | UBS Group AG | $18.3M | 202,950 |
| 8 | Cambridge Investment Research Advisors, Inc. | $12.8M | 142,201 |
| 9 | Cetera Investment Advisers | $12.6M | 139,804 |
| 10 | JPMORGAN CHASE & CO | $12.1M | 134,543 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +17K | $40.1M |
| Janney Montgomery Scott LLCNew | +251K | $22.6M |
| Cambridge Investment Research Advisors, Inc. | +24K | $12.8M |
| Cetera Investment Advisers | +42K | $12.6M |
| JPMORGAN CHASE & CO | +5K | $12.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Wealth Alliance Advisory Group, LLC | -65K | $5K |
| MORGAN STANLEY | -35K | $69.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -15K | $1.4M |
| WELLS FARGO & COMPANY/MN | -11K | $56.7M |
| Coppell Advisory Solutions LLC | -11K | $319K |
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Frequently Asked Questions
How many institutional investors hold FYX?
As of Q1 2025, 154 institutional investors report holding FYX (First Trust Small Cap Core AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FYX?
The largest institutional holder of FYX is MORGAN STANLEY with $69.2M in shares.
Are institutions buying or selling FYX?
This quarter, 34 institutions opened new positions in FYX and 21 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.