First Trust Small Cap Value AlphaDEX Fund (FYT)

• Market cap: $166M
• 1 day: 0.00%
• 5 days: -0.78%
• 1 month: -8.27%
• 3 months: 0.65%
• 6 months: 7.52%
• Year to date: -0.27%
• 1 year: 3.49%
• 5 years: 45.23%
• 10 years: 71.35%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

6% more funds holding

Funds holding: 69 [Q2] → 73 (+4) [Q3]

3.86% less ownership

Funds ownership: 79.77% [Q2] → 75.91% (-3.86%) [Q3]

11% less capital invested

Capital invested by funds: $147M [Q2] → $131M (-$15.9M) [Q3]

31% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 29