First Trust Small Cap Value AlphaDEX Fund
FYT
69 hedge funds and large institutions have $163M invested in First Trust Small Cap Value AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2.8% more ownership
Funds ownership: 69.96% → 72.76% (+2.8%)
1% more funds holding
Funds holding: 68 → 69 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
12% less capital invested
Capital invested by funds: $186M → $163M (-$22.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$15.8M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.69M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$1.51M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.16M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$609K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.6M |
| 2 |
Morgan Stanley
New York
|
-$5.21M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.54M |
| 4 |
Rockefeller Capital Management
New York
|
-$1.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.44M |
FYT Hedge Fund Activity: Q2 2022 in Review
69 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q2 2022, worth a combined $163M — down 12% from $186M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FYT positions and 7 closed out — a net gain of 1 holder — while 22 added to existing stakes and 22 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $15.8M. The largest seller was LPL Financial, cutting an estimated $5.6M.
- 69 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q2 2022, up from 68 in Q1 2022.
- Funds reported $163M of First Trust Small Cap Value AlphaDEX Fund stock for Q2 2022, down 12% quarter-over-quarter.
- 8 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q2 2022 and 7 closed out, a net change of +1 holder.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $15.8M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q2 2022 was LPL Financial, an estimated $5.6M sold.
Based on aggregated 13F filings for Q2 2022.