First Trust Small Cap Value AlphaDEX Fund
FYT
68 hedge funds and large institutions have $240M invested in First Trust Small Cap Value AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
61% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 18
26% more capital invested
Capital invested by funds: $190M → $240M (+$49.9M)
11% more funds holding
Funds holding: 61 → 68 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.34% less ownership
Funds ownership: 75.62% → 74.29% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.24M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.49M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$6.45M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.9M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$2.59M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.11M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.41M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.31M |
FYT Hedge Fund Activity: Q2 2021 in Review
68 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q2 2021, worth a combined $240M — up 26% from $190M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FYT positions and 3 closed out — a net gain of 8 holders — while 29 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.9M. The largest seller was Brookstone Capital Management, cutting an estimated $2.9M.
- 68 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q2 2021, up from 61 in Q1 2021.
- Funds reported $240M of First Trust Small Cap Value AlphaDEX Fund stock for Q2 2021, up 26% quarter-over-quarter.
- 11 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q2 2021 and 3 closed out, a net change of +8 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q2 2021 was Morgan Stanley, an estimated $14.9M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q2 2021 was Brookstone Capital Management, an estimated $2.9M sold.
Based on aggregated 13F filings for Q2 2021.