First Trust Mid Cap Growth AlphaDEX Fund
FNY
94 hedge funds and large institutions have $258M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
8% more capital invested
Capital invested by funds: $239M → $258M (+$19.2M)
0% more funds holding
Funds holding: 94 → 94 (0)
0.93% less ownership
Funds ownership: 72.21% → 71.28% (-0.93%)
40% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
&Partners
Nashville,
Tennessee
|
+$10.1M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$5.28M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.78M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$3.54M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.9M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$3.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.53M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.43M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.55M |
FNY Hedge Fund Activity: Q3 2024 in Review
94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q3 2024, worth a combined $258M — up 8.1% from $239M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FNY positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 40 trimmed.
The largest buyer was &Partners, opening a new position worth an estimated $10.1M. The largest seller was UBS Group, cutting an estimated $10.9M.
- 94 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $258M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q3 2024, up 8.1% quarter-over-quarter.
- 7 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q3 2024 and 6 closed out, a net change of +1 holder.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q3 2024 was &Partners, an estimated $10.1M added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q3 2024 was UBS Group, an estimated $10.9M sold.
Based on aggregated 13F filings for Q3 2024.