First Trust Small Cap Value AlphaDEX Fund
FYT
39 hedge funds and large institutions have $37.5M invested in First Trust Small Cap Value AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
15% more funds holding
Funds holding: 34 → 39 (+5)
5% more capital invested
Capital invested by funds: $35.8M → $37.5M (+$1.74M)
0.72% less ownership
Funds ownership: 53.11% → 52.39% (-0.72%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.5M |
| 2 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
+$1.86M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$629K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$479K |
| 5 |
LPL Financial
San Diego,
California
|
+$405K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.63M |
| 2 |
Morgan Stanley
New York
|
-$1.46M |
| 3 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
-$421K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$353K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$309K |
FYT Hedge Fund Activity: Q3 2018 in Review
39 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q3 2018, worth a combined $37.5M — up 4.9% from $35.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FYT positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.5M. The largest seller was Raymond James & Associates, cutting an estimated $4.63M.
- 39 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q3 2018, up from 34 in Q2 2018.
- Funds reported $37.5M of First Trust Small Cap Value AlphaDEX Fund stock for Q3 2018, up 4.9% quarter-over-quarter.
- 7 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q3 2018 and 2 closed out, a net change of +5 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q3 2018 was Raymond James Financial Services Advisors, an estimated $4.5M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q3 2018 was Raymond James & Associates, an estimated $4.63M sold.
Based on aggregated 13F filings for Q3 2018.