FYT icon

First Trust Small Cap Value AlphaDEX Fund
FYT

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
8
Increased
19
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kingsview Wealth Management
Oregon
+$2.33M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.4M
3
Stifel Financial
Stifel Financial
Missouri
+$949K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$674K
5
Two Sigma Investments
Two Sigma Investments
New York
+$594K

Top Sellers

1
RIA
Regal Investment Advisors
Michigan
-$4.81M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.59M
3
RJA
Raymond James & Associates
Florida
-$3.49M
4
HI
Harbour Investments
Wisconsin
-$3.31M
5
Wells Fargo
Wells Fargo
California
-$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
76
International Assets Investment Management
Florida
– -$184K -3,561 Closed
1 2 3
4