First Trust Small Cap Value AlphaDEX Fund
FYT
15 hedge funds and large institutions have $37.5M invested in First Trust Small Cap Value AlphaDEX Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
41% more capital invested
Capital invested by funds: $26.6M → $37.5M (+$10.9M)
25% more funds holding
Funds holding: 12 → 15 (+3)
4.54% less ownership
Funds ownership: 75.04% → 70.49% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.57M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.25M |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$976K |
| 4 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$737K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$490K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.08M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$61.9K |
FYT Hedge Fund Activity: Q3 2013 in Review
15 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q3 2013, worth a combined $37.5M — up 41% from $26.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FYT positions and 0 closed out — a net gain of 3 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.57M. The largest seller was Susquehanna International Group, cutting an estimated $4.08M.
- 15 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q3 2013, up from 12 in Q2 2013.
- Funds reported $37.5M of First Trust Small Cap Value AlphaDEX Fund stock for Q3 2013, up 41% quarter-over-quarter.
- 3 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q3 2013 and 0 closed out, a net change of +3 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q3 2013 was Morgan Stanley, an estimated $6.57M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q3 2013 was Susquehanna International Group, an estimated $4.08M sold.
Based on aggregated 13F filings for Q3 2013.