First Trust Small Cap Value AlphaDEX Fund
FYT
43 hedge funds and large institutions have $67.1M invested in First Trust Small Cap Value AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
53% more capital invested
Capital invested by funds: $44M → $67.1M (+$23.2M)
28.91% more ownership
Funds ownership: 54.91% → 83.82% (+29%)
13% more funds holding
Funds holding: 38 → 43 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$13.5M |
| 2 |
Jane Street
New York
|
+$4.81M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.74M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.48M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.44M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$850K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$523K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$423K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$152K |
FYT Hedge Fund Activity: Q1 2017 in Review
43 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q1 2017, worth a combined $67.1M — up 53% from $44M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FYT positions and 3 closed out — a net gain of 6 holders — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Hays Advisory, opening a new position worth an estimated $13.5M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $2.44M sold.
- 43 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q1 2017, up from 38 in Q4 2016.
- Funds reported $67.1M of First Trust Small Cap Value AlphaDEX Fund stock for Q1 2017, up 53% quarter-over-quarter.
- 9 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q1 2017 and 3 closed out, a net change of +6 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q1 2017 was Hays Advisory, an estimated $13.5M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q1 2017 was Raymond James & Associates, an estimated $2.44M sold.
Based on aggregated 13F filings for Q1 2017.