First Trust Small Cap Value AlphaDEX Fund
FYT
69 hedge funds and large institutions have $137M invested in First Trust Small Cap Value AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 9 closing their positions.
0.12% less ownership
Funds ownership: 78.01% → 77.88% (-0.12%)
5% less funds holding
Funds holding: 73 → 69 (-4)
10% less capital invested
Capital invested by funds: $153M → $137M (-$15.4M)
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$714K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$641K |
| 3 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$620K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$540K |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$509K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.98M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.13M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.45M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.14M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1M |
FYT Hedge Fund Activity: Q2 2024 in Review
69 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q2 2024, worth a combined $137M — down 10% from $153M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FYT and 6 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 18 added.
The largest buyer was Royal Bank of Canada, adding an estimated $714K. The largest seller was Morgan Stanley, cutting an estimated $3.98M.
- 69 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q2 2024, down from 73 in Q1 2024.
- Funds reported $137M of First Trust Small Cap Value AlphaDEX Fund stock for Q2 2024, down 10% quarter-over-quarter.
- 6 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q2 2024 and 9 closed out, a net change of -3 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q2 2024 was Royal Bank of Canada, an estimated $714K added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q2 2024 was Morgan Stanley, an estimated $3.98M sold.
Based on aggregated 13F filings for Q2 2024.