First Trust Small Cap Value AlphaDEX Fund
FYT
62 hedge funds and large institutions have $159M invested in First Trust Small Cap Value AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
13% more funds holding
Funds holding: 55 → 62 (+7)
1% more capital invested
Capital invested by funds: $158M → $159M (+$1.53M)
0.28% more ownership
Funds ownership: 68.68% → 68.96% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.61M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.51M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.42M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$735K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$6.11M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.72M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.7M |
| 4 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
-$1.62M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.47M |
FYT Hedge Fund Activity: Q4 2021 in Review
62 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q4 2021, worth a combined $159M — up 0.97% from $158M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FYT positions and 6 closed out — a net gain of 7 holders — while 22 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.01M. The largest seller was Stifel Financial, cutting an estimated $6.11M.
- 62 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q4 2021, up from 55 in Q3 2021.
- Funds reported $159M of First Trust Small Cap Value AlphaDEX Fund stock for Q4 2021, up 0.97% quarter-over-quarter.
- 13 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q4 2021 and 6 closed out, a net change of +7 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q4 2021 was Morgan Stanley, an estimated $5.01M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q4 2021 was Stifel Financial, an estimated $6.11M sold.
Based on aggregated 13F filings for Q4 2021.