First Trust Mid Cap Value AlphaDEX Fund
FNK
62 hedge funds and large institutions have $151M invested in First Trust Mid Cap Value AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
107% more capital inflows, than outflows
Capital inflows: $12M | Capital outflows: $5.8M
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
5% more funds holding
Funds holding: 59 → 62 (+3)
1.29% more ownership
Funds ownership: 68.44% → 69.73% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$1.5M |
| 2 |
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$1.1M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$928K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$905K |
| 5 |
Triumph Capital Management
Denver,
Colorado
|
+$707K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.84M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$712K |
| 3 |
Morgan Stanley
New York
|
-$543K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$467K |
| 5 |
Tower Research Capital (TRC)
New York
|
-$415K |
FNK Hedge Fund Activity: Q4 2024 in Review
62 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Value AlphaDEX Fund (FNK) for Q4 2024, worth a combined $151M — up 0.07% from $151M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FNK positions and 4 closed out — a net gain of 5 holders — while 19 added to existing stakes and 16 trimmed.
The largest buyer was Total Investment Management, adding an estimated $1.5M. The largest seller was Royal Bank of Canada, cutting an estimated $1.84M.
- 62 institutional investors held First Trust Mid Cap Value AlphaDEX Fund (FNK) as of Q4 2024, up from 59 in Q3 2024.
- Funds reported $151M of First Trust Mid Cap Value AlphaDEX Fund stock for Q4 2024, up 0.07% quarter-over-quarter.
- 9 funds opened new First Trust Mid Cap Value AlphaDEX Fund positions in Q4 2024 and 4 closed out, a net change of +5 holders.
- The largest First Trust Mid Cap Value AlphaDEX Fund buyer in Q4 2024 was Total Investment Management, an estimated $1.5M added.
- The largest First Trust Mid Cap Value AlphaDEX Fund seller in Q4 2024 was Royal Bank of Canada, an estimated $1.84M sold.
Based on aggregated 13F filings for Q4 2024.