First Trust Small Cap Value AlphaDEX Fund
FYT
34 hedge funds and large institutions have $24.9M invested in First Trust Small Cap Value AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
3.68% less ownership
Funds ownership: 52.39% → 48.71% (-3.7%)
13% less funds holding
Funds holding: 39 → 34 (-5)
34% less capital invested
Capital invested by funds: $37.5M → $24.9M (-$12.6M)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$740K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$664K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$541K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$406K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.51M |
| 2 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$1.83M |
| 3 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
-$1.62M |
| 4 |
Jane Street
New York
|
-$956K |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$830K |
FYT Hedge Fund Activity: Q4 2018 in Review
34 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q4 2018, worth a combined $24.9M — down 34% from $37.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FYT and 3 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 15 added.
The largest buyer was Citadel Advisors, adding an estimated $740K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.51M.
- 34 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q4 2018, down from 39 in Q3 2018.
- Funds reported $24.9M of First Trust Small Cap Value AlphaDEX Fund stock for Q4 2018, down 34% quarter-over-quarter.
- 3 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q4 2018 and 8 closed out, a net change of -5 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q4 2018 was Citadel Advisors, an estimated $740K added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $3.51M sold.
Based on aggregated 13F filings for Q4 2018.