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

First Trust Small Cap Value AlphaDEX Fund logo
$58.50 +1.07 (+1.86%)
(As of 02:06 PM ET)
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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)
26
Total
Institutional Inflows
(last 12 months)
$49.80M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$16.36M
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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
11/15/2024 Stifel Financial Corp70,496$3.92M0.0%+32.0%2.311%
11/12/2024 Kingsview 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%
11/5/2024 Harbour Investments Inc.8,141$452K0.0%-88.0%0.267%
11/5/2024 Northwest Wealth Management LLC3,731$207K0.0%N/A0.122%
10/29/2024 Chicago Partners Investment Group LLC9,368$508K0.0%+2.3%0.307%
10/28/2024 US Bancorp DE26,584$1.48M0.0%+4.0%0.872%
10/25/2024 Gateway Wealth Partners LLC11,257$625K0.2%-5.1%0.369%
10/22/2024 Private 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%
8/16/2024 Gateway Wealth Partners LLC11,866$614K0.2%N/A0.371%
8/16/2024 Regal Investment Advisors LLC133,414$6.90M0.5%+4.5%4.169%
8/16/2024 Northwestern 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%
8/5/2024 Private Advisor Group LLC85,266$4.41M0.0%-11.5%2.665%
8/3/2024 9258 Wealth Management LLC4,104$212K0.0%+9.0%0.128%
8/2/2024 Belpointe 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%
7/26/2024 Harbour Investments Inc.67,634$3.50M0.1%+7.0%2.081%
7/22/2024 Atria 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%
7/2/2024 M&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%
5/9/2024 Kingsview 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%
5/8/2024 Avantax Advisory Services Inc.9,960$541K0.0%+61.3%0.281%
5/8/2024 US Bancorp DE25,157$1.37M0.0%+2.7%0.709%
5/4/2024 9258 Wealth Management LLC3,764$204K0.0%N/A0.105%
5/1/2024 Janney Montgomery Scott LLC5,656$307K0.0%-11.3%0.157%
4/30/2024 Private 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%
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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%
2/13/2024 Belpointe Asset Management LLC24,478$1.33M0.1%-6.7%0.662%
2/9/2024 US Bancorp DE24,503$1.34M0.0%+4.8%0.662%
2/9/2024 Tidemark LLC1,898$103K0.1%N/A0.051%
2/9/2024 Wells Fargo & Company MN257,977$14.03M0.0%-8.9%6.972%
2/8/2024 Kingsview Wealth Management LLC67,520$3.67M0.1%+36.8%1.825%
2/7/2024 Avantax Advisory Services Inc.6,175$336K0.0%N/A0.167%
2/6/2024 Private 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%
2/2/2024 Atria 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%
1/16/2024Raymond James Financial Services Advisors Inc.58,052$3.16M0.0%-12.3%1.659%
1/16/2024Raymond James & Associates24,748$1.35M0.0%-25.4%0.707%
1/10/2024 Creative Financial Designs Inc. ADV15,632$850K0.1%+5.7%0.447%
1/10/2024 Cornerstone Wealth Management LLC5,810$316K0.0%N/A0.166%
11/16/2023 Blueprint Investment Partners LLC256,733$12.06M3.9%+0.9%7.664%
11/16/2023 Harbour Investments Inc.58,686$2.76M0.1%+3.7%1.752%
11/16/2023 Belpointe Asset Management LLC26,240$1.23M0.1%-30.2%0.783%
11/14/2023 Tower Research Capital LLC TRC 16,176$760K0.0%-32.7%0.483%
11/13/2023 LPL Financial LLC256,069$12.03M0.0%-12.3%7.644%
11/13/2023 Envestnet Asset Management Inc.172,719$8.11M0.0%-11.2%5.156%
11/13/2023 Kestra Advisory Services LLC25,818$1.21M0.0%-0.8%0.771%
11/9/2023 UBS Group AG76,979$3.62M0.0%+8.9%2.298%
11/8/2023 D.A. Davidson & CO.4,747$223K0.0%-17.5%0.142%
11/8/2023 Janney Montgomery Scott LLC5,655$266K0.0%+11.9%0.169%
11/8/2023 Atria Wealth Solutions Inc.25,649$1.21M0.0%+32.1%0.766%
11/7/2023 Kingsview Wealth Management LLC49,354$2.32M0.1%+1.9%1.473%
11/7/2023 Great Valley Advisor Group Inc.7,006$329K0.0%-11.0%0.209%
11/4/2023 NBC Securities Inc.700$32K0.0%N/A0.021%
11/3/2023 MGO One Seven LLC11,515$541K0.0%-30.8%0.344%
11/3/2023 Private Advisor Group LLC85,470$4.02M0.0%-0.8%2.551%
10/24/2023Raymond James Financial Services Advisors Inc.66,220$3.11M0.0%-0.6%1.977%
10/24/2023Raymond James & Associates33,160$1.56M0.0%-13.5%0.990%
10/24/2023 Cambridge Investment Research Advisors Inc.13,863$651K0.0%-7.0%0.414%
10/23/2023Commonwealth Equity Services LLC29,750$1.40M0.0%-4.2%0.888%
10/19/2023Simplicity Solutions LLC272,563$12.80M0.4%+1.3%8.136%
10/18/2023 Pinnacle Bancorp Inc.11,413$536K0.2%+70.3%0.341%
8/11/2023 Kestra Advisory Services LLC26,039$1.20M0.0%-2.5%0.755%
8/10/2023Commonwealth Equity Services LLC31,049$1.43M0.0%-47.3%0.900%
8/10/2023 US Bancorp DE23,390$1.08M0.0%+1.4%0.678%
8/10/2023 Private Advisor Group LLC86,128$3.97M0.0%-3.4%2.496%
8/4/2023 Envestnet Asset Management Inc.194,561$8.96M0.0%+9.9%5.639%
8/3/2023 Atria Wealth Solutions Inc.19,419$895K0.0%-31.9%0.563%
8/1/2023 Truist Financial Corp173,429$7.99M0.0%+2.2%5.027%
7/31/2023 LPL Financial LLC292,148$13.46M0.0%-14.1%8.468%
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7/28/2023 Koshinski Asset Management Inc.5,204$240K0.0%-31.9%0.151%
7/28/2023 Wagner Wealth Management LLC4,521$208K0.1%-12.0%0.131%
7/26/2023Simplicity Solutions LLC269,153$12.40M0.3%+23.9%7.802%
7/25/2023Raymond James Financial Services Advisors Inc.66,619$3.07M0.0%-1.3%1.931%
7/25/2023Raymond James & Associates38,321$1.77M0.0%-67.1%1.111%
7/25/2023 Ameritas Advisory Services LLC8,453$386K0.0%+594.6%0.245%
7/13/2023 Cambridge Investment Research Advisors Inc.14,903$687K0.0%-2.2%0.426%
5/11/2023 Envestnet Asset Management Inc.177,088$8.09M0.0%+897.3%4.541%
5/11/2023Commonwealth Equity Services LLC58,906$2.69M0.0%+2.2%1.510%
5/10/2023 Private Advisor Group LLC89,177$4.08M0.0%N/A2.287%
(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, 54 institutional investors and hedge funds held shares of First Trust Small Cap Value AlphaDEX Fund. The most heavily invested institutionals were Simplicity Wealth LLC ($16.08M), Simplicity Solutions LLC ($14.88M), Wells Fargo & Company MN ($14.03M), Blueprint Investment Partners LLC ($12.06M), LPL Financial LLC ($12.03M), Regal Investment Advisors LLC ($6.90M), and Kingsview Wealth Management LLC ($6.51M).Learn more on FYT's institutional investors.

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

Of the 43 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 ($289.52K), International Assets Investment Management LLC ($279.16K), Simplicity Solutions LLC ($273.56K), Envestnet Asset Management Inc. ($178.06K), Truist Financial Corp ($165.67K), Raymond James & Associates ($117.44K), and Private Advisor Group LLC ($100.02K).

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

Institutional investors have bought a total of 1,920,945 shares in the last 24 months. This purchase volume represents approximately $136.65M in transactions.

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

Of the 30 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 Financial Services Advisors Inc. ($141.60K), Raymond James & Associates ($140.06K), Truist Financial Corp ($93.29K), Great Valley Advisor Group Inc. ($87.28K), LPL Financial LLC ($84.20K), First Trust Advisors LP ($83.80K), and Harbour Investments Inc. ($59.49K).

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

Institutional investors have sold a total of 999,334 shares in the last 24 months. This volume of shares sold represents approximately $67.87M in transactions.


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This page (NASDAQ:FYT) was last updated on 11/21/2024 by MarketBeat.com Staff
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