First Trust Small Cap Value AlphaDEX Fund
FYT
73 hedge funds and large institutions have $153M invested in First Trust Small Cap Value AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
6% more funds holding
Funds holding: 69 → 73 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $153M → $153M (-$604K)
3.62% less ownership
Funds ownership: 81.62% → 78.01% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$14.4M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$6.7M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.31M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.87M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.47M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$945K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$822K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$796K |
FYT Hedge Fund Activity: Q1 2024 in Review
73 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Small Cap Value AlphaDEX Fund (FYT) for Q1 2024, worth a combined $153M — down 0.39% from $153M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FYT positions and 5 closed out — a net gain of 6 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was Simplicity Wealth, opening a new position worth an estimated $14.4M. The largest seller was Morgan Stanley, cutting an estimated $13.6M.
- 73 institutional investors held First Trust Small Cap Value AlphaDEX Fund (FYT) as of Q1 2024, up from 69 in Q4 2023.
- Funds reported $153M of First Trust Small Cap Value AlphaDEX Fund stock for Q1 2024, down 0.39% quarter-over-quarter.
- 11 funds opened new First Trust Small Cap Value AlphaDEX Fund positions in Q1 2024 and 5 closed out, a net change of +6 holders.
- The largest First Trust Small Cap Value AlphaDEX Fund buyer in Q1 2024 was Simplicity Wealth, an estimated $14.4M added.
- The largest First Trust Small Cap Value AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $13.6M sold.
Based on aggregated 13F filings for Q1 2024.