First Trust Small Cap Value AlphaDEX Fund
FYT
73 hedge funds and large institutions have $380M invested in First Trust Small Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 6 closing their positions.
191% more capital invested
Capital invested by funds: $131M → $380M (+$249M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
18% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 22
3.28% more ownership
Funds ownership: 75.82% → 79.1% (+3.3%)
1% less funds holding
Funds holding: 74 → 73 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.93M |
| 2 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$1.85M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.44M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$783K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$568K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.32M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$2.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.11M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
76
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$380K | -6,840 | Closed |
|
|
GJWM
77
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$167K | -3,000 | Closed |
|
|
NS
78
NBC Securities
Birmingham,
Alabama
| – | -$27K | -500 | Closed |
|
79
Bank of America
Charlotte,
North Carolina
| – | -$444 | -8 | Closed |
|
FYT Hedge Fund Activity: Q4 2024 in Review
73 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q4 2024, worth a combined $380M — up 191% from $131M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FYT positions and 6 closed out — a net gain of 3 holders — while 26 added to existing stakes and 22 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.93M. The largest seller was Stifel Financial, cutting an estimated $3.32M.
- 73 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q4 2024, down from 74 in Q3 2024.
- Funds reported $380M of First Trust Small Cap Value AlphaDEX Fund stock for Q4 2024, up 191% quarter-over-quarter.
- 9 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q4 2024 and 6 closed out, a net change of +3 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q4 2024 was Royal Bank of Canada, an estimated $4.93M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q4 2024 was Stifel Financial, an estimated $3.32M sold.
Based on aggregated 13F filings for Q4 2024.