First Trust Small Cap Value AlphaDEX Fund
FYT
74 hedge funds and large institutions have $131M invested in First Trust Small Cap Value AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
7% more funds holding
Funds holding: 69 → 74 (+5)
5% less capital invested
Capital invested by funds: $137M → $131M (-$6.54M)
2.06% less ownership
Funds ownership: 77.88% → 75.82% (-2.1%)
34% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.29M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.37M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$933K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$662K |
| 5 |
Two Sigma Investments
New York
|
+$584K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$4.73M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.51M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.43M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$3.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.74M |
FYT Hedge Fund Activity: Q3 2024 in Review
74 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q3 2024, worth a combined $131M — down 4.8% from $137M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FYT positions and 2 closed out — a net gain of 6 holders — while 19 added to existing stakes and 29 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $2.29M. The largest seller was Regal Investment Advisors, cutting an estimated $4.73M.
- 74 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q3 2024, up from 69 in Q2 2024.
- Funds reported $131M of First Trust Small Cap Value AlphaDEX Fund stock for Q3 2024, down 4.8% quarter-over-quarter.
- 8 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q3 2024 and 2 closed out, a net change of +6 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q3 2024 was Kingsview Wealth Management, an estimated $2.29M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q3 2024 was Regal Investment Advisors, an estimated $4.73M sold.
Based on aggregated 13F filings for Q3 2024.