First Trust Small Cap Value AlphaDEX Fund
FYT
35 hedge funds and large institutions have $32.9M invested in First Trust Small Cap Value AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
33% more capital invested
Capital invested by funds: $24.8M → $32.9M (+$8.1M)
6% more funds holding
Funds holding: 33 → 35 (+2)
5.97% more ownership
Funds ownership: 53.11% → 59.08% (+6%)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$7.83M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.09M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$939K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$734K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$482K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.31M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$765K |
| 3 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$401K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$213K |
| 5 |
Jane Street
New York
|
-$210K |
FYT Hedge Fund Activity: Q3 2020 in Review
35 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q3 2020, worth a combined $32.9M — up 33% from $24.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FYT positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 13 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $7.83M. The largest seller was Royal Bank of Canada, cutting an estimated $1.31M.
- 35 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q3 2020, up from 33 in Q2 2020.
- Funds reported $32.9M of First Trust Small Cap Value AlphaDEX Fund stock for Q3 2020, up 33% quarter-over-quarter.
- 7 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q3 2020 and 5 closed out, a net change of +2 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q3 2020 was Truist Financial, an estimated $7.83M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q3 2020 was Royal Bank of Canada, an estimated $1.31M sold.
Based on aggregated 13F filings for Q3 2020.