First Trust Small Cap Value AlphaDEX Fund
FYT
34 hedge funds and large institutions have $35.8M invested in First Trust Small Cap Value AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 33 → 34 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.09% less ownership
Funds ownership: 56.2% → 53.11% (-3.1%)
8% less capital invested
Capital invested by funds: $38.7M → $35.8M (-$2.97M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.34M |
| 2 |
Morgan Stanley
New York
|
+$1.37M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$819K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$763K |
| 5 |
Jane Street
New York
|
+$541K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$4.47M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.46M |
| 3 |
SAM
Sequent Asset Management
Houston,
Texas
|
-$1.54M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.49M |
| 5 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$1.34M |
FYT Hedge Fund Activity: Q2 2018 in Review
34 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q2 2018, worth a combined $35.8M — down 7.7% from $38.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FYT positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $4.34M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $4.47M sold.
- 34 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q2 2018, up from 33 in Q1 2018.
- Funds reported $35.8M of First Trust Small Cap Value AlphaDEX Fund stock for Q2 2018, down 7.7% quarter-over-quarter.
- 4 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q2 2018 and 3 closed out, a net change of +1 holder.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q2 2018 was Raymond James & Associates, an estimated $4.34M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q2 2018 was First Allied Advisory Services, an estimated $4.47M sold.
Based on aggregated 13F filings for Q2 2018.