First Trust Small Cap Value AlphaDEX Fund
FYT
37 hedge funds and large institutions have $39.1M invested in First Trust Small Cap Value AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
33% more capital invested
Capital invested by funds: $29.4M → $39.1M (+$9.7M)
16% more funds holding
Funds holding: 32 → 37 (+5)
2.33% more ownership
Funds ownership: 45.83% → 48.16% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.62M |
| 2 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
+$3.13M |
| 3 |
Jane Street
New York
|
+$963K |
| 4 |
Morgan Stanley
New York
|
+$852K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$304K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.21M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$495K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$477K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$328K |
| 5 |
Goldman Sachs
New York
|
-$283K |
FYT Hedge Fund Activity: Q4 2017 in Review
37 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q4 2017, worth a combined $39.1M — up 33% from $29.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FYT positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.62M. The largest seller was Credit Suisse, exiting entirely with an estimated $2.21M sold.
- 37 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q4 2017, up from 32 in Q3 2017.
- Funds reported $39.1M of First Trust Small Cap Value AlphaDEX Fund stock for Q4 2017, up 33% quarter-over-quarter.
- 8 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q4 2017 and 3 closed out, a net change of +5 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q4 2017 was Wells Fargo, an estimated $5.62M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q4 2017 was Credit Suisse, an estimated $2.21M sold.
Based on aggregated 13F filings for Q4 2017.