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

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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)
$43.66M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$20.70M
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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
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%
4/29/2024 Benjamin 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%
4/23/2024 Raymond James Financial Services Advisors Inc.42,399$2.30M0.0%-27.0%1.178%
4/22/2024 Raymond 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%
2/9/2024Tidemark LLC1,898$103K0.1%N/A0.051%
2/9/2024Wells 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%
2/6/2024 Benjamin F. Edwards & Company Inc.75,140$4.09M0.1%+89.5%2.031%
2/2/2024Truist Financial Corp68,032$3.70M0.0%-57.4%1.890%
2/2/2024Atria 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%
1/16/2024 Raymond James Financial Services Advisors Inc.58,052$3.16M0.0%-12.3%1.659%
1/16/2024 Raymond 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%
11/16/2023Blueprint Investment Partners LLC256,733$12.06M3.9%+0.9%7.664%
11/16/2023Harbour 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%
11/14/2023Tower Research Capital LLC TRC 16,176$760K0.0%-32.7%0.483%
11/13/2023LPL Financial LLC256,069$12.03M0.0%-12.3%7.644%
11/13/2023Envestnet Asset Management Inc.172,719$8.11M0.0%-11.2%5.156%
11/13/2023Kestra Advisory Services LLC25,818$1.21M0.0%-0.8%0.771%
11/9/2023UBS Group AG76,979$3.62M0.0%+8.9%2.298%
11/8/2023D.A. Davidson & CO.4,747$223K0.0%-17.5%0.142%
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11/8/2023 Janney Montgomery Scott LLC5,655$266K0.0%+11.9%0.169%
11/8/2023Atria 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%
11/3/2023MGO 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%
10/24/2023 Raymond James Financial Services Advisors Inc.66,220$3.11M0.0%-0.6%1.977%
10/24/2023 Raymond 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%
8/11/2023Kestra 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%
8/4/2023Envestnet Asset Management Inc.194,561$8.96M0.0%+9.9%5.639%
8/3/2023Atria Wealth Solutions Inc.19,419$895K0.0%-31.9%0.563%
8/1/2023Truist Financial Corp173,429$7.99M0.0%+2.2%5.027%
7/31/2023LPL Financial LLC292,148$13.46M0.0%-14.1%8.468%
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%
7/25/2023 Raymond James Financial Services Advisors Inc.66,619$3.07M0.0%-1.3%1.931%
7/25/2023 Raymond James & Associates38,321$1.77M0.0%-67.1%1.111%
7/25/2023Ameritas 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%
5/11/2023Envestnet 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%
5/10/2023LPL Financial LLC340,272$15.55M0.0%+21.3%8.725%
5/9/2023Tower Research Capital LLC TRC 14,407$659K0.0%+56.1%0.369%
5/9/2023 US Bancorp DE23,067$1.05M0.0%+3.0%0.591%
5/8/2023MGO One Seven LLC16,650$761K0.0%+58.9%0.427%
5/5/2023Truist Financial Corp169,632$7.75M0.0%+2,086.8%4.088%
5/3/2023 Great Valley Advisor Group Inc.232,918$10.64M0.5%-26.6%5.612%
4/28/2023Ameritas Advisory Services LLC1,217$56K0.0%N/A0.029%
4/28/2023 Janney Montgomery Scott LLC5,110$233K0.0%-10.3%0.123%
4/27/2023 Benjamin F. Edwards & Company Inc.53,921$2.46M0.1%+68.5%1.299%
4/27/2023Simplicity Solutions LLC217,262$9.93M0.3%N/A5.235%
4/25/2023 Creative Financial Designs Inc. ADV15,012$686K0.1%-36.2%0.362%
4/25/2023D.A. Davidson & CO.5,755$263K0.0%-12.2%0.137%
4/19/2023 International Assets Investment Management LLC16,702$726K0.1%N/A0.398%
4/14/2023 Raymond James Financial Services Advisors Inc.67,473$3.08M0.0%-63.3%1.607%
4/14/2023 Raymond James & Associates116,415$5.32M0.0%+87.4%2.772%
2/13/2023 Kingsview Wealth Management LLC46,524$2.09M0.1%+3.3%1.193%
2/13/2023Atria Wealth Solutions Inc.28,522$1.28M0.0%-35.3%0.731%
2/10/2023Advisor Group Holdings Inc.42,458$1.91M0.0%-11.7%1.089%
2/9/2023First Trust Advisors LP28,106$1.27M0.0%-74.9%0.721%
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2/8/2023 Raymond James Financial Services Advisors Inc.184,001$8.29M0.0%+11.0%4.718%
2/8/2023 Raymond James & Associates62,109$2.80M0.0%-39.3%1.593%
2/8/2023UBS Group AG85,243$3.84M0.0%-30.3%2.186%
2/8/2023 Belpointe Asset Management LLC38,148$1.72M0.1%+594.2%0.978%
2/8/2023 Cambridge Investment Research Advisors Inc.14,785$666K0.0%-28.9%0.379%
2/7/2023Commonwealth Equity Services LLC57,660$2.60M0.0%+111.1%1.478%
2/7/2023 Benjamin F. Edwards & Company Inc.31,996$1.44M0.1%-37.1%0.820%
2/7/2023LPL Financial LLC280,564$12.63M0.0%+0.9%7.194%
2/7/2023Envestnet Asset Management Inc.17,757$799K0.0%+7.6%0.455%
2/3/2023 Spire Wealth Management1,441$65K0.0%+93.2%0.037%
(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, 57 institutional investors and hedge funds held shares of First Trust Small Cap Value AlphaDEX Fund. The most heavily invested institutionals were Simplicity Wealth LLC ($14.95M), Simplicity Solutions LLC ($14.88M), International Assets Investment Management LLC ($14.08M), Wells Fargo & Company MN ($14.03M), Blueprint Investment Partners LLC ($12.06M), LPL Financial LLC ($12.03M), and Envestnet Asset Management Inc. ($8.11M).Learn more on FYT's institutional investors.

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

Of the 48 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: International Assets Investment Management LLC ($275.60K), Simplicity Wealth LLC ($275.22K), Simplicity Solutions LLC ($273.56K), Envestnet Asset Management Inc. ($178.06K), Truist Financial Corp ($165.67K), Raymond James & Associates ($117.99K), 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 1,966,213 shares in the last 24 months. This purchase volume represents approximately $146.86M in transactions.

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

Of the 32 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. ($500.52K), LPL Financial LLC ($201.12K), Truist Financial Corp ($172.45K), Raymond James & Associates ($131.84K), Great Valley Advisor Group Inc. ($87.28K), First Trust Advisors LP ($83.80K), and Wells Fargo & Company MN ($78.33K).

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

Institutional investors have sold a total of 1,548,757 shares in the last 24 months. This volume of shares sold represents approximately $117.98M in transactions.


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This page (NASDAQ:FYT) was last updated on 5/13/2024 by MarketBeat.com Staff

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