First Trust Small Cap Value AlphaDEX Fund
FYT
64 hedge funds and large institutions have $113M invested in First Trust Small Cap Value AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 12 closing their positions.
1.25% less ownership
Funds ownership: 70.13% → 68.88% (-1.2%)
6% less funds holding
Funds holding: 68 → 64 (-4)
8% less capital invested
Capital invested by funds: $122M → $113M (-$9.19M)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
25% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$3.75M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.71M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$2.09M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$1.47M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.92M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.78M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.89M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Rockefeller Capital Management
New York
| – | +$135 | +3 | New |
|
FYT Hedge Fund Activity: Q4 2022 in Review
64 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q4 2022, worth a combined $113M — down 7.5% from $122M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of FYT and 9 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 18 added.
The largest buyer was Blueprint Investment Partners, opening a new position worth an estimated $3.75M. The largest seller was Morgan Stanley, cutting an estimated $11.3M.
- 64 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q4 2022, down from 68 in Q3 2022.
- Funds reported $113M of First Trust Small Cap Value AlphaDEX Fund stock for Q4 2022, down 7.5% quarter-over-quarter.
- 9 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q4 2022 and 12 closed out, a net change of -3 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q4 2022 was Blueprint Investment Partners, an estimated $3.75M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q4 2022 was Morgan Stanley, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2022.