First Trust Small Cap Value AlphaDEX Fund
FYT
35 hedge funds and large institutions have $29.3M invested in First Trust Small Cap Value AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
18% more capital invested
Capital invested by funds: $24.9M → $29.3M (+$4.36M)
3% more funds holding
Funds holding: 34 → 35 (+1)
0.13% less ownership
Funds ownership: 48.71% → 48.58% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.14M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$697K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$316K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$281K |
| 5 |
SAM
Sequent Asset Management
Houston,
Texas
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.07M |
| 2 |
NWM
Northwest Wealth Management
Spencer,
Iowa
|
-$477K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$362K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$326K |
| 5 |
IWA
Intercontinental Wealth Advisors
San Antonio,
Texas
|
-$177K |
FYT Hedge Fund Activity: Q1 2019 in Review
35 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q1 2019, worth a combined $29.3M — up 18% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FYT positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $1.14M. The largest seller was Royal Bank of Canada, cutting an estimated $1.07M.
- 35 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q1 2019, up from 34 in Q4 2018.
- Funds reported $29.3M of First Trust Small Cap Value AlphaDEX Fund stock for Q1 2019, up 18% quarter-over-quarter.
- 5 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q1 2019 and 4 closed out, a net change of +1 holder.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q1 2019 was Bank of America, an estimated $1.14M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q1 2019 was Royal Bank of Canada, an estimated $1.07M sold.
Based on aggregated 13F filings for Q1 2019.