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First Trust Small Cap Value AlphaDEX Fund
FYT

12 hedge funds and large institutions have $26.4M invested in First Trust Small Cap Value AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

75.04% more ownership

Funds ownership: 0% → 75.04% (+75%)

Holders
12
Holders Change
+12
Holders Change %
–
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1
Hays Advisory
Tennessee
$16.2M +$15.7M +614,264 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.04M +$3.92M +153,784 New
Wells Fargo
3
Wells Fargo
California
$2.39M +$2.32M +91,029 New
Bank of America
4
Bank of America
North Carolina
$1.57M +$1.52M +59,751 New
Morgan Stanley
5
Morgan Stanley
New York
$999K +$967K +37,954 New
SI
6
Stephens Inc
Arkansas
$490K +$475K +18,645 New
SNC
7
Stifel Nicolaus & Co
Missouri
$446K +$432K +16,949 New
HFS
8
HL Financial Services
Kentucky
$216K +$209K +8,194 New
Ameriprise
9
Ameriprise
Minnesota
$29K +$27.6K +1,084 New
WA
10
WFG Advisors
Texas
$13K +$12.9K +508 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11K +$10.6K +414 New
BTS
12
BB&T Securities
Virginia
$2.74K +$266K +10,424 New

FYT Hedge Fund Activity: Q2 2013 in Review

12 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q2 2013, worth a combined $26.4M.

Buyers outnumbered sellers: 12 funds opened new FYT positions and 0 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.

  • 12 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $26.4M of First Trust Small Cap Value AlphaDEX Fund stock for Q2 2013.
  • 12 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +12 holders.

Based on aggregated 13F filings for Q2 2013.