First Trust Small Cap Value AlphaDEX Fund
FYT
33 hedge funds and large institutions have $38.4M invested in First Trust Small Cap Value AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 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
56% more capital invested
Capital invested by funds: $24.7M → $38.4M (+$13.8M)
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
18% more funds holding
Funds holding: 28 → 33 (+5)
12.54% more ownership
Funds ownership: 43.15% → 55.7% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.05M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$6.02M |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$722K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$261K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$1.02M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$876K |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$700K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$413K |
| 5 |
Morgan Stanley
New York
|
-$311K |
FYT Hedge Fund Activity: Q4 2019 in Review
33 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q4 2019, worth a combined $38.4M — up 56% from $24.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FYT positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $6.05M. The largest seller was Benjamin F. Edwards & Company, exiting entirely with an estimated $1.02M sold.
- 33 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q4 2019, up from 28 in Q3 2019.
- Funds reported $38.4M of First Trust Small Cap Value AlphaDEX Fund stock for Q4 2019, up 56% quarter-over-quarter.
- 8 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q4 2019 and 3 closed out, a net change of +5 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q4 2019 was AE Wealth Management, an estimated $6.05M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q4 2019 was Benjamin F. Edwards & Company, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2019.