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FYX · First Trust Small Cap Core AlphaDEX Fund ETF

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$142.48 +0.48 (+0.34%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $996,246
Total Shares: 6,904

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2025
Top Holder
66.2%
Mar 2022 → Jun 2026 · range 11.0% – 100.0%
−33.8 pts
Top 5
100.0%
Mar 2022 → Jun 2026 · range 42.0% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2022 → Jun 2026 · range 60.2% – 100.0%
0.0 pts
HHI
5,527
Mar 2022 → Jun 2026 · range 475 – 10,000
Highly concentrated−4,473

Quarterly Activity

vs Mar 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: -20.2%
Shares held: -50.2%

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 4,573 $659,883
CITADEL ADVISORS LLC 2,331 $336,363

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
B. Riley Wealth Advisors, Inc. 13,850 $1,247,746
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC FYX $659,883 66.24% 4,573
CITADEL ADVISORS LLC FYX $336,363 33.76% 2,331