First Trust Mid Cap Growth AlphaDEX Fund
FNY
96 hedge funds and large institutions have $299M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 47 reducing their positions, and 19 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.48% less ownership
Funds ownership: 67.66% → 67.18% (-0.48%)
6% less capital invested
Capital invested by funds: $318M → $299M (-$18.4M)
9% less funds holding
Funds holding: 105 → 96 (-9)
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
51% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$11.4M |
| 2 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$5.87M |
| 3 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$4.49M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.38M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.95M |
| 2 |
AOG
Alpha Omega Group
Reston,
Virginia
|
-$6.53M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.12M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.07M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$4.22M |
FNY Hedge Fund Activity: Q2 2021 in Review
96 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q2 2021, worth a combined $299M — down 5.8% from $318M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of FNY and 12 opened new positions — a net loss of 7 holders — while 47 trimmed existing stakes and 23 added.
The largest buyer was WealthShield Partners, adding an estimated $11.4M. The largest seller was Morgan Stanley, cutting an estimated $8.95M.
- 96 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q2 2021, down from 105 in Q1 2021.
- Funds reported $299M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q2 2021, down 5.8% quarter-over-quarter.
- 12 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q2 2021 and 19 closed out, a net change of -7 holders.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q2 2021 was WealthShield Partners, an estimated $11.4M added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q2 2021 was Morgan Stanley, an estimated $8.95M sold.
Based on aggregated 13F filings for Q2 2021.