First Trust Small Cap Value AlphaDEX Fund
FYT
41 hedge funds and large institutions have $82.3M invested in First Trust Small Cap Value AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 5 closing their positions.
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
150% more capital invested
Capital invested by funds: $32.9M → $82.3M (+$49.3M)
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
17% more funds holding
Funds holding: 35 → 41 (+6)
6.87% more ownership
Funds ownership: 59.08% → 65.95% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$8.06M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$7.1M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$6.89M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.88M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.06M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.06M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$914K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$132K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$69K |
FYT Hedge Fund Activity: Q4 2020 in Review
41 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q4 2020, worth a combined $82.3M — up 150% from $32.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FYT positions and 5 closed out — a net gain of 6 holders — while 17 added to existing stakes and 5 trimmed.
The largest buyer was Truist Financial, adding an estimated $8.06M. The largest seller was Bank of America, cutting an estimated $3.06M.
- 41 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q4 2020, up from 35 in Q3 2020.
- Funds reported $82.3M of First Trust Small Cap Value AlphaDEX Fund stock for Q4 2020, up 150% quarter-over-quarter.
- 11 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q4 2020 and 5 closed out, a net change of +6 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q4 2020 was Truist Financial, an estimated $8.06M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q4 2020 was Bank of America, an estimated $3.06M sold.
Based on aggregated 13F filings for Q4 2020.