Who Owns First Trust Small Cap Value AlphaDEX Fund (FYT)?Hedge Fund & Institutional Holders

$60.41+0.27 (+0.46%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.3061000130610008e+216T

% of Float Held

—

QoQ Change in Holders

+10 / -5

Price History

$42.78$48.24$53.69$59.15$64.60Aug 24Jun 25Mar 26

FYT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Blueprint Investment Partners LLCIncreased+54K+$3.2B
Blueprint Financial Advisors LLCIncreased+54K+$3.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+31K+$1.0B
Tower Research Capital LLC (TRC)Increased+32K+$925.8M
ROYAL BANK OF CANADAIncreased+15K+$881.0M
Belpointe Asset Management LLCNew Position+14K+$814.0M
Pinnacle Bancorp, Inc.New Position+13K+$760.0M
Gateway Wealth Partners, LLCNew Position+12K+$688.0M
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+6K+$365.0M
Prasad Wealth Partners, LLCNew Position+5K+$256.0M
Wagner Wealth Management, LLCNew Position+3K+$191.0M
Private Wealth Asset Management, LLCNew Position+3K+$175.0M
US BANCORP \DE\Increased+824+$70.9M
Accordant Advisory Group IncNew Position+1K+$56.0M
Sound Income Strategies, LLCNew Position+722+$43.0M

FYT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-1K-$864.9M
RAYMOND JAMES FINANCIAL INCDecreased-2K-$828.1M
Private Advisor Group, LLCDecreased-5K-$632.6M
STIFEL FINANCIAL CORPDecreased-4-$584.1M
HARBOUR INVESTMENTS, INC.Decreased-806-$351.0M
Waverly Advisors, LLCDecreased-10-$347.3M
Perennial Investment Advisors, LLCClosed Position-4K-$246.4M
Koshinski Asset Management, Inc.Closed Position-4K-$203.8M
Founders Financial Alliance, LLCClosed Position-3K-$158.8M
Rockefeller Capital Management L.P.Decreased-2K-$139.5M
UBS Group AGDecreased-3K-$130.4M
Farther Finance Advisors, LLCClosed Position-195-$10.9M
GAMMA Investing LLCDecreased-204-$10.8M
IFP Advisors, IncDecreased-116-$9.8M
Creekmur Asset Management LLCClosed Position-40-$2.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Blueprint Financial Advisors LLC230,423$13.1B1.99%Share
2Blueprint Investment Partners LLC230,423$13.1B1.40%Share
3WELLS FARGO & COMPANY/MN150,572$8.0B1.46%Share
4ROYAL BANK OF CANADA106,559$6.0B0.98%Share
5UBS Group AG35,421$2.0B0.33%Share
6RAYMOND JAMES FINANCIAL INC39,268$2.0B0.62%Share
7US BANCORP \DE\31,273$1.8B2.08%Share
8Tower Research Capital LLC (TRC)33,623$1.0B0.02%Share
9WELLS FARGO & COMPANY/MN32,428$1.0B0.18%Share
10COMMONWEALTH EQUITY SERVICES, LLC31,271$1.0B1.33%Share
11Belpointe Asset Management LLC14,362$814.0M0.03%Share
12Pinnacle Bancorp, Inc.13,413$760.0M0.22%Share
13Gateway Wealth Partners, LLC12,141$688.0M0.08%Share
14TCFG WEALTH MANAGEMENT, LLC9,009$510.0M0.20%Share
15SIGNATURE ESTATE & INVESTMENT ADVISORS LLC6,444$365.0M0.01%Share
16Prasad Wealth Partners, LLC4,521$256.0M0.07%Share
17Wagner Wealth Management, LLC3,371$191.0M0.04%Share
18Private Wealth Asset Management, LLC3,100$175.0M0.02%Share
19Cranbrook Wealth Management, LLC1,820$103.0M0.02%Share
20CREATIVE FINANCIAL DESIGNS INC /ADV1,508$85.0M0.01%Share
21GAMMA Investing LLC1,259$71.0M0.00%Share
22Accordant Advisory Group Inc1,000$56.0M0.04%Share
23Sound Income Strategies, LLC722$43.0M0.00%Share
24MTM Investment Management, LLC605$34.0M0.01%Share
25Sunbelt Securities, Inc.250$14.0M0.00%Share
26LPL Financial LLC218,137$12.0M0.00%Share
27MORGAN STANLEY222,583$12.0M0.00%Share
28Kingsview Wealth Management, LLC129,940$7.0M0.10%Share
29Spire Wealth Management77$4.0M0.00%Share
30Proactive Wealth Strategies LLC62,679$3.6M1.41%Share
31Cetera Investment Advisers56,011$3.0M0.00%Share
32TRUIST FINANCIAL CORP48,122$2.7M0.00%Share
33ENVESTNET ASSET MANAGEMENT INC43,491$2.0M0.00%Share
34Kestra Advisory Services, LLC32,280$1.0M0.00%Share
35Chicago Partners Investment Group LLC8,766$531K0.01%Share
36WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,580$445K0.00%Share
37HARBOUR INVESTMENTS, INC.5,479$310K0.01%Share
38Advisory Alpha, LLC4,975$282K0.01%Share
39NORTHWEST WEALTH MANAGEMENT, LLC3,657$207K0.03%Share
40Corient Private Wealth LLC3,565$202K0.00%Share
41Capital Analysts, LLC1,968$112K0.00%Share
42TRUST CO OF TOLEDO NA /OH/494$28K0.00%Share
43NBC SECURITIES, INC.187$10K0.00%Share
44Janney Montgomery Scott LLC3,538$00.00%Share
45Rockefeller Capital Management L.P.814$00.00%Share
46Private Advisor Group, LLC6,749$00.00%Share
47Focus Partners Advisor Solutions, LLC3,657$00.00%Share
48MML INVESTORS SERVICES, LLC5,716$00.00%Share
49Waverly Advisors, LLC6,204$00.00%Share
50RAYMOND JAMES FINANCIAL INC9,580$00.00%Share

FYT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202562$53.1B+20
Q3 202542$67.1B-16
Q2 202558$62.1B-10
Q1 202568$85.7B+5
Q4 202463$7.2T+8
Q3 202455$25.3T+1
Q2 202454$11.9T+3
Q1 202451$757.2T—

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As of Q4 2025, 50 institutional investors hold FYT (First Trust Small Cap Value AlphaDEX Fund). The largest holder is Blueprint Financial Advisors LLC with $13.1B in shares. This quarter, 10 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own FYT?

As of Q4 2025, 50 institutional investors report holding FYT (First Trust Small Cap Value AlphaDEX Fund) in their 13F filings.

Who is the largest institutional holder of FYT?

The largest institutional holder of FYT is Blueprint Financial Advisors LLC with $13.1B in shares.

Is institutional ownership of FYT increasing or decreasing?

This quarter, 10 institutions opened new positions in FYT and 5 closed their positions.