Who owns FYT?
First Trust Small Cap Value AlphaDEX Fund · First Trust
73 institutions reported holding FYT, worth $121.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FYT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $18.2M | 260,096 | +40,492 shares |
| Morgan Stanley | New York, NY | $12.9M | 185,118 | −19,161 shares |
| Wells Fargo & Company | San Francisco, CA | $12.4M | 178,000 | +6,217 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $8.9M | 126,963 | +25,728 shares |
| Kingsview Wealth Management, LLC | Grants Pass, OR | $8.5M | 122,159 | +681 shares |
| Proactive Wealth Strategies LLC | Marietta, GA | $8.3M | 119,349 | −3,256 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $7.1M | 100,999 | −7,326 shares |
| Cetera Investment Advisers | Schaumburg, IL | $4.8M | 68,397 | +8,118 shares |
| Roman Butler Fullerton & Co | St Louis, MO | $3.4M | 47,850 | New position |
| Truist Financial Corp. | Charlotte, NC | $3.3M | 46,570 | −1,182 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FYT?
73 institutional managers reported holding FYT in Form 13F filings for June 30, 2026, worth $121.5M in total. The largest reported position was held by LPL Financial LLC, at $18.2M.
Did institutions buy or sell FYT last quarter?
Reported 13F value rose 11.9% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FYT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.