First Trust Small Cap Value AlphaDEX Fund
FYT
68 hedge funds and large institutions have $186M invested in First Trust Small Cap Value AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 10 closing their positions.
190% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 10
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
17% more capital invested
Capital invested by funds: $159M → $186M (+$26.6M)
10% more funds holding
Funds holding: 62 → 68 (+6)
1% more ownership
Funds ownership: 68.96% → 69.96% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.75M |
| 2 |
Morgan Stanley
New York
|
+$5.57M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$5.22M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.37M |
| 5 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.41M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.11M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$1.48M |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$1.38M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$588K |
FYT Hedge Fund Activity: Q1 2022 in Review
68 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q1 2022, worth a combined $186M — up 17% from $159M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FYT positions and 10 closed out — a net gain of 7 holders — while 29 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.75M. The largest seller was Sigma Planning Corp, cutting an estimated $2.41M.
- 68 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q1 2022, up from 62 in Q4 2021.
- Funds reported $186M of First Trust Small Cap Value AlphaDEX Fund stock for Q1 2022, up 17% quarter-over-quarter.
- 17 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q1 2022 and 10 closed out, a net change of +7 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q1 2022 was Wells Fargo, an estimated $9.75M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q1 2022 was Sigma Planning Corp, an estimated $2.41M sold.
Based on aggregated 13F filings for Q1 2022.