First Trust Small Cap Value AlphaDEX Fund
FYT
68 hedge funds and large institutions have $122M invested in First Trust Small Cap Value AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 8 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 21
1% less funds holding
Funds holding: 69 → 68 (-1)
2.63% less ownership
Funds ownership: 72.76% → 70.13% (-2.6%)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
25% less capital invested
Capital invested by funds: $163M → $122M (-$41.4M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.56M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.73M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.65M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.44M |
| 5 |
Jane Street
New York
|
+$892K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$16.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$9.17M |
| 3 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$5.43M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$3.71M |
| 5 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$2.03M |
FYT Hedge Fund Activity: Q3 2022 in Review
68 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q3 2022, worth a combined $122M — down 25% from $163M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FYT and 7 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 23 added.
The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $16.6M.
- 68 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q3 2022, down from 69 in Q2 2022.
- Funds reported $122M of First Trust Small Cap Value AlphaDEX Fund stock for Q3 2022, down 25% quarter-over-quarter.
- 7 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q3 2022 and 8 closed out, a net change of -1 holder.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q3 2022 was Morgan Stanley, an estimated $2.56M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $16.6M sold.
Based on aggregated 13F filings for Q3 2022.